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.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $1,615 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,621 | $57,281-46.5% | $86,612-64.6% | $75,163-59.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.95% | 2670.75%-2656.8pp | 591.07%-577.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,444 | $2,314-37.6% | $3,022-52.2% | $2,670-45.9% |
| Participant deferral / active EE | $1,857 | $3,318-44.0% | $4,438-58.2% | $4,125-55.0% |
| Admin fee / account holder | $14 | $4,112-99.7% | $5,614-99.8% | $5,651-99.8% |