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.7 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $12,035 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,658 | $60,323-67.4% | $81,812-76.0% | $74,495-73.6% |
| Participation rate | 97.4% | 62.9%+34.6pp | 72.3%+25.1pp | 67.2%+30.2pp |
| Annual return | 13.40% | 16.90%-3.5pp | 773.79%-760.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,761 | $2,620+5.4% | $2,912-5.2% | $2,623+5.2% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $63 | $1,486-95.7% | $7,386-99.1% | $1,942-96.7% |