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 |
|---|---|---|
MILLER RUSSELL ASSOCIATES1+ years Filed as: MILLER RUSSELL AND ASSOCIATES Service code 26 · EIN 86-0679109 | Advisory (Participants) | $18,610 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,803 | $88,324-32.3% | $115,037-48.0% | $55,191+8.4% |
| Participation rate | 92.1% | 72.5%+19.6pp | 81.4%+10.8pp | 69.2%+23.0pp |
| Annual return | 7.26% | 6.30%+1.0pp | 26.14%-18.9pp | 10.78%-3.5pp |
| Employer contribution / active EE | $3,076 | $2,805+9.7% | $4,608-33.2% | $1,899+62.0% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $33 | $105-69.1% | $8,175-99.6% | $91-64.1% |