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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $6,362 |
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 | $78,139 | $45,035+73.5% | $62,995+24.0% | $70,131+11.4% |
| Participation rate | 92.3% | 69.5%+22.8pp | 74.8%+17.5pp | 69.5%+22.8pp |
| Annual return | 15.14% | 18.76%-3.6pp | 87.57%-72.4pp | 73.14%-58.0pp |
| Employer contribution / active EE | $4,715 | $2,051+129.8% | $2,759+70.9% | $2,342+101.3% |
| Participant deferral / active EE | $7,618 | $2,465+209.1% | $3,329+128.8% | $3,332+128.6% |
| Admin fee / account holder | $58 | $2,834-98.0% | $3,600-98.4% | $4,645-98.8% |