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 | $83,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,943 | $36,700-21.1% | $171,082-83.1% | $63,975-54.8% |
| Participation rate | 38.3% | 61.5%-23.3pp | 76.7%-38.4pp | 71.1%-32.9pp |
| Annual return | 15.84% | 12.80%+3.0pp | 32.56%-16.7pp | 48.65%-32.8pp |
| Employer contribution / active EE | $768 | $1,210-36.5% | $4,002-80.8% | $2,182-64.8% |
| Participant deferral / active EE | $1,390 | $2,696-48.4% | $4,797-71.0% | $3,356-58.6% |
| Admin fee / account holder | $173 | $68+156.6% | $8,520-98.0% | $70+146.0% |