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 | $863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,518 | $54,762-49.7% | $90,281-69.5% | $72,985-62.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.15% | 30.63%-5.5pp | 78.10%-53.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,203 | $2,092-42.5% | $2,854-57.9% | $2,440-50.7% |
| Participant deferral / active EE | $1,171 | $2,887-59.4% | $3,885-69.9% | $3,607-67.5% |
| Admin fee / account holder | $8 | $3,972-99.8% | $5,351-99.9% | $5,124-99.8% |