Filed August 5, 2026 (most recent of 2 filings on file)
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 | $2,812 |
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 | $67,498 | $39,122+72.5% | $57,179+18.0% | $62,891+7.3% |
| Participation rate | 92.3% | 70.5%+21.8pp | 75.3%+17.0pp | 69.3%+23.0pp |
| Annual return | 9.52% | 9.23%+0.3pp | 14.59%-5.1pp | 20.14%-10.6pp |
| Employer contribution / active EE | $4,396 | $1,874+134.6% | $2,682+63.9% | $2,281+92.7% |
| Participant deferral / active EE | $6,436 | $2,374+171.1% | $3,096+107.9% | $3,203+100.9% |
| Admin fee / account holder | $23 | $2,592-99.1% | $3,139-99.3% | $4,296-99.5% |