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.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $74,961 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,063 | $46,292-7.0% | $143,757-70.0% | $64,808-33.6% |
| Participation rate | 94.6% | 64.2%+30.4pp | 80.3%+14.3pp | 71.5%+23.1pp |
| Annual return | -16.87% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,816 | $1,910+47.5% | $4,951-43.1% | $2,506+12.4% |
| Participant deferral / active EE | $3,747 | $2,646+41.6% | $5,637-33.5% | $4,310-13.1% |
| Admin fee / account holder | $97 | $154-36.6% | $14,673-99.3% | $188-48.1% |