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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $61,718 |
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 | $64,580 | $81,537-20.8% | $149,718-56.9% | $69,631-7.3% |
| Participation rate | 98.4% | 86.1%+12.2pp | 87.1%+11.3pp | 70.7%+27.7pp |
| Annual return | 15.76% | 22.79%-7.0pp | 1501.63%-1485.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,664 | $3,239-48.6% | $5,445-69.4% | $2,032-18.1% |
| Participant deferral / active EE | $4,475 | $4,994-10.4% | $6,569-31.9% | $3,224+38.8% |
| Admin fee / account holder | $63 | $107-41.3% | $11,283-99.4% | $110-43.2% |