Filed March 25, 2019
Total covered: 2 employees
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 9-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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $28,401 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,057 | $59,328+29.9% | $118,925-35.2% | $73,488+4.9% |
| Participation rate | 73.8% | 62.3%+11.5pp | 75.4%-1.5pp | 70.7%+3.2pp |
| Annual return | 19.33% | 19.13%+0.2pp | 35.88%-16.6pp | 28.51%-9.2pp |
| Employer contribution / active EE | $3,017 | $1,803+67.3% | $3,263-7.5% | $2,270+32.9% |
| Participant deferral / active EE | $4,977 | $2,604+91.1% | $4,265+16.7% | $3,740+33.1% |
| Admin fee / account holder | $261 | $600-56.6% | $6,581-96.0% | $513-49.2% |