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.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $98,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,266 | $50,815+26.5% | $155,509-58.7% | $77,643-17.2% |
| Participation rate | 95.6% | 63.1%+32.5pp | 78.2%+17.5pp | 70.6%+25.1pp |
| Annual return | 14.57% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,230 | $1,993+62.1% | $4,672-30.9% | $2,726+18.5% |
| Participant deferral / active EE | $4,818 | $2,822+70.7% | $5,626-14.4% | $4,647+3.7% |
| Admin fee / account holder | $126 | $437-71.1% | $15,912-99.2% | $430-70.7% |