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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $1,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,754 | $54,350-45.3% | $82,719-64.0% | $68,494-56.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.90% | -13.67%-1.2pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,373 | $2,218-38.1% | $3,009-54.4% | $2,596-47.1% |
| Participant deferral / active EE | $1,681 | $3,246-48.2% | $4,395-61.7% | $4,027-58.3% |
| Admin fee / account holder | $10 | $4,395-99.8% | $5,329-99.8% | $5,403-99.8% |