See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $135,862 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS INC. Service code 17 · EIN 43-1685158 | Pension Consulting | $77,780 |
HOGANTAYLOR LLP4 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,460 | $73,404-24.4% | $87,100-36.3% | $67,579-17.9% |
| Participation rate | 99.1% | 80.9%+18.2pp | 76.9%+22.2pp | 71.3%+27.8pp |
| Annual return | -1.16% | 48.29%-49.5pp | 28.19%-29.4pp | 378.56%-379.7pp |
| Employer contribution / active EE | $9,816 | $2,014+387.4% | $2,521+289.3% | $2,148+357.0% |
| Participant deferral / active EE | $4,417 | $3,913+12.9% | $4,049+9.1% | $3,539+24.8% |
| Admin fee / account holder | $361 | $142+155.0% | $7,497-95.2% | $142+153.7% |