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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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $41,188 |
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 | $124,504 | $57,651+116.0% | $112,229+10.9% | $71,457+74.2% |
| Participation rate | 86.1% | 58.9%+27.2pp | 72.4%+13.7pp | 67.9%+18.2pp |
| Annual return | 14.96% | 18.32%-3.4pp | 30.20%-15.2pp | 28.85%-13.9pp |
| Employer contribution / active EE | $3,748 | $1,913+95.9% | $3,430+9.3% | $2,588+44.8% |
| Participant deferral / active EE | $5,301 | $2,863+85.2% | $4,798+10.5% | $4,289+23.6% |
| Admin fee / account holder | $378 | $1,581-76.1% | $7,748-95.1% | $1,587-76.2% |