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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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $41,560 |
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 | $129,217 | $62,327+107.3% | $120,354+7.4% | $74,495+73.5% |
| Participation rate | 84.8% | 56.8%+28.0pp | 71.9%+12.9pp | 67.2%+17.6pp |
| Annual return | 11.91% | 18.61%-6.7pp | 107.15%-95.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $3,750 | $1,843+103.4% | $3,463+8.3% | $2,623+43.0% |
| Participant deferral / active EE | $5,615 | $2,893+94.1% | $4,991+12.5% | $4,346+29.2% |
| Admin fee / account holder | $367 | $2,396-84.7% | $9,423-96.1% | $1,942-81.1% |