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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $93,282 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,530 | $55,453+308.5% | $170,442+32.9% | $62,292+263.7% |
| Participation rate | 80.3% | 66.4%+13.9pp | 83.6%-3.3pp | 69.5%+10.8pp |
| Annual return | 14.78% | 21.38%-6.6pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $8,559 | $2,164+295.6% | $5,433+57.5% | $2,042+319.1% |
| Participant deferral / active EE | $4,602 | $2,303+99.9% | $4,939-6.8% | $3,169+45.2% |
| Admin fee / account holder | $638 | $455+40.2% | $13,880-95.4% | $479+33.1% |