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 | $58,912 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,760 | $71,802-16.8% | $133,980-55.4% | $57,658+3.6% |
| Participation rate | 96.0% | 85.5%+10.6pp | 87.1%+9.0pp | 70.2%+25.8pp |
| Annual return | 7.13% | 13.51%-6.4pp | 29.30%-22.2pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,355 | $3,161-57.1% | $5,211-74.0% | $1,974-31.3% |
| Participant deferral / active EE | $4,190 | $4,606-9.0% | $6,282-33.3% | $3,061+36.9% |
| Admin fee / account holder | $60 | $88-31.9% | $9,324-99.4% | $95-36.8% |