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 4-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.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $232,422 |
AXIA ADVISORY CORPORATION1+ years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $123,915 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,604 | $114,195-18.0% | $106,548-12.1% | $93,030+0.6% |
| Participation rate | 89.5% | 86.4%+3.1pp | 76.1%+13.3pp | 73.9%+15.6pp |
| Annual return | 10.80% | 22.18%-11.4pp | 26.80%-16.0pp | 158.70%-147.9pp |
| Employer contribution / active EE | $3,656 | $4,009-8.8% | $2,819+29.7% | $2,706+35.1% |
| Participant deferral / active EE | $4,174 | $5,908-29.3% | $4,398-5.1% | $4,562-8.5% |
| Admin fee / account holder | $144 | $105+37.8% | $7,407-98.1% | $152-4.8% |