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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $145,056 |
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS INC. Service code 17 · EIN 43-1685158 | Pension Consulting | $19,160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,582 | $72,254-17.5% | $86,677-31.3% | $64,808-8.1% |
| Participation rate | 98.9% | 80.4%+18.5pp | 76.6%+22.3pp | 71.5%+27.4pp |
| Annual return | 0.88% | 392.42%-391.5pp | 35.91%-35.0pp | 32.82%-31.9pp |
| Employer contribution / active EE | $4,689 | $2,393+96.0% | $2,836+65.3% | $2,506+87.1% |
| Participant deferral / active EE | $4,743 | $4,658+1.8% | $4,656+1.9% | $4,310+10.0% |
| Admin fee / account holder | $1,217 | $174+600.0% | $7,493-83.8% | $188+548.2% |