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 |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 88-0444272 | Investment Management | $10,428 |
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,565 | $50,637+37.4% | $86,590-19.7% | $62,292+11.7% |
| Participation rate | 73.8% | 67.9%+5.9pp | 73.5%+0.2pp | 69.5%+4.3pp |
| Annual return | 13.23% | 20.80%-7.6pp | 964.84%-951.6pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,908 | $2,075-8.1% | $2,839-32.8% | $2,042-6.6% |
| Participant deferral / active EE | $2,303 | $2,611-11.8% | $3,609-36.2% | $3,169-27.3% |
| Admin fee / account holder | $169 | $413-59.2% | $4,906-96.6% | $479-64.8% |