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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.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $42,126 |
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 | $156,758 | $68,914+127.5% | $136,749+14.6% | $74,304+111.0% |
| Participation rate | 88.3% | 51.3%+37.0pp | 72.1%+16.2pp | 60.3%+28.0pp |
| Annual return | 15.46% | 16.34%-0.9pp | 24.33%-8.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $4,170 | $1,561+167.1% | $3,400+22.7% | $2,241+86.1% |
| Participant deferral / active EE | $6,549 | $2,541+157.7% | $4,692+39.6% | $3,767+73.8% |
| Admin fee / account holder | $379 | $3,149-88.0% | $11,386-96.7% | $2,969-87.2% |