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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $68,581 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $58,718 | $163,687-64.1% | $108,745-46.0% | $273,961-78.6% |
| Participation rate | 82.6% | 82.3%+0.3pp | 77.7%+4.9pp | 83.0%-0.4pp |
| Annual return | 6.88% | 31.16%-24.3pp | 46.22%-39.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,586 | $7,155+34.0% | $5,121+87.2% | $5,287+81.3% |
| Admin fee / account holder | $343 | $12,890-97.3% | $6,144-94.4% | $10,132-96.6% |