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 | $64,890+66.7% | $134,172-19.4% | $67,986+59.1% |
| Participation rate | 86.8% | 48.5%+38.2pp | 72.5%+14.3pp | 57.2%+29.5pp |
| Annual return | 10.68% | 16.12%-5.4pp | 25.30%-14.6pp | 31.67%-21.0pp |
| Employer contribution / active EE | $4,134 | $1,360+204.0% | $3,420+20.9% | $2,019+104.8% |
| Participant deferral / active EE | $4,325 | $2,289+89.0% | $4,690-7.8% | $3,358+28.8% |
| Admin fee / account holder | $211 | $3,140-93.3% | $12,016-98.2% | $3,203-93.4% |