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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $6,051 |
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 | $74,583 | $43,327+72.1% | $59,878+24.6% | $64,186+16.2% |
| Participation rate | 92.3% | 69.2%+23.1pp | 74.7%+17.6pp | 69.6%+22.7pp |
| Annual return | -5.31% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,346 | $2,028+163.6% | $2,722+96.4% | $2,381+124.5% |
| Participant deferral / active EE | $8,469 | $2,546+232.7% | $3,402+149.0% | $3,470+144.1% |
| Admin fee / account holder | $54 | $3,005-98.2% | $3,590-98.5% | $4,888-98.9% |