Filed June 14, 2024
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.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $73,236 |
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 | $39,503 | $62,928-37.2% | $172,739-77.1% | $67,579-41.5% |
| Participation rate | 94.7% | 64.5%+30.3pp | 82.6%+12.1pp | 71.3%+23.5pp |
| Annual return | 23.85% | 30.36%-6.5pp | 802.84%-779.0pp | 378.56%-354.7pp |
| Employer contribution / active EE | $2,168 | $1,636+32.5% | $5,143-57.8% | $2,148+1.0% |
| Participant deferral / active EE | $2,873 | $2,145+33.9% | $5,198-44.7% | $3,539-18.8% |
| Admin fee / account holder | $112 | $167-33.1% | $13,954-99.2% | $142-21.6% |