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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $40,768 |
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 | $108,912 | $62,603+74.0% | $104,294+4.4% | $66,914+62.8% |
| Participation rate | 85.0% | 59.6%+25.4pp | 73.3%+11.7pp | 69.8%+15.2pp |
| Annual return | -15.79% | -14.70%-1.1pp | 24.61%-40.4pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,460 | $1,972+75.5% | $3,372+2.6% | $2,544+36.0% |
| Participant deferral / active EE | $5,284 | $2,853+85.2% | $4,625+14.2% | $4,237+24.7% |
| Admin fee / account holder | $395 | $656-39.8% | $7,339-94.6% | $593-33.4% |