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.9+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $73,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,157 | $47,126+17.0% | $149,673-63.1% | $74,419-25.9% |
| Participation rate | 95.5% | 63.4%+32.1pp | 78.8%+16.7pp | 70.7%+24.7pp |
| Annual return | 16.79% | 22.75%-6.0pp | 134.42%-117.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $3,148 | $1,905+65.2% | $4,818-34.7% | $2,637+19.4% |
| Participant deferral / active EE | $4,138 | $2,728+51.7% | $5,680-27.1% | $4,528-8.6% |
| Admin fee / account holder | $100 | $343-70.8% | $13,210-99.2% | $348-71.3% |