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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $47,376 |
Annual investment return 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 | $108,183 | $68,914+57.0% | $136,749-20.9% | $74,304+45.6% |
| Participation rate | 86.8% | 51.3%+35.4pp | 72.1%+14.6pp | 60.3%+26.4pp |
| Annual return | 10.68% | 16.34%-5.7pp | 24.33%-13.6pp | 29.43%-18.8pp |
| Employer contribution / active EE | $4,134 | $1,561+164.8% | $3,400+21.6% | $2,241+84.5% |
| Participant deferral / active EE | $4,325 | $2,541+70.2% | $4,692-7.8% | $3,767+14.8% |
| Admin fee / account holder | $211 | $3,149-93.3% | $11,386-98.1% | $2,969-92.9% |