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.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $96,561 |
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 | $101,790 | $155,795-34.7% | $136,294-25.3% | $69,631+46.2% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 70.7%+20.8pp |
| Annual return | 19.42% | 232464.33%-232444.9pp | 5155.94%-5136.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $883 | $2,991-70.5% | $4,695-81.2% | $2,032-56.6% |
| Participant deferral / active EE | $7,732 | $5,394+43.3% | $6,247+23.8% | $3,224+139.8% |
| Admin fee / account holder | $121 | $128-5.4% | $9,243-98.7% | $110+9.8% |