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.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $70,846 |
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 | $49,735 | $52,293-4.9% | $178,490-72.1% | $73,409-32.2% |
| Participation rate | 95.6% | 65.3%+30.3pp | 81.9%+13.7pp | 72.2%+23.5pp |
| Annual return | 17.20% | 34.75%-17.5pp | 151.07%-133.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $2,694 | $1,735+55.2% | $5,011-46.2% | $2,234+20.6% |
| Participant deferral / active EE | $3,275 | $2,332+40.4% | $5,202-37.0% | $3,805-13.9% |
| Admin fee / account holder | $110 | $127-13.6% | $13,984-99.2% | $158-30.3% |