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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $131,544 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS INC. Service code 17 · EIN 43-1685158 | Pension Consulting | $17,941 |
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 | $54,888 | $79,519-31.0% | $95,952-42.8% | $73,409-25.2% |
| Participation rate | 99.4% | 81.2%+18.2pp | 77.1%+22.3pp | 72.2%+27.2pp |
| Annual return | 2.31% | 19.20%-16.9pp | 91.61%-89.3pp | 59.29%-57.0pp |
| Employer contribution / active EE | $7,303 | $2,048+256.7% | $2,541+187.4% | $2,234+227.0% |
| Participant deferral / active EE | $4,959 | $4,138+19.8% | $4,167+19.0% | $3,805+30.3% |
| Admin fee / account holder | $152 | $184-17.7% | $6,795-97.8% | $158-4.0% |