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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,550 | $65,409-44.1% | $98,442-62.9% | $85,850-57.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.87% | 21.76%-7.9pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,413 | $2,168-34.8% | $2,960-52.3% | $2,565-44.9% |
| Participant deferral / active EE | $1,722 | $3,166-45.6% | $4,276-59.7% | $3,952-56.4% |
| Admin fee / account holder | $6 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |