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 | $61,931 |
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 | $57,537 | $80,005-28.1% | $140,016-58.9% | $55,725+3.3% |
| Participation rate | 97.1% | 87.0%+10.1pp | 87.5%+9.6pp | 70.9%+26.3pp |
| Annual return | -5.02% | 0.46%-5.5pp | 651.12%-656.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,685 | $3,403-50.5% | $5,606-69.9% | $2,078-18.9% |
| Participant deferral / active EE | $4,621 | $5,264-12.2% | $6,927-33.3% | $3,356+37.7% |
| Admin fee / account holder | $70 | $116-39.5% | $10,705-99.3% | $115-39.2% |