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.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $118,369 |
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 | $105,815 | $88,122+20.1% | $141,162-25.0% | $67,579+56.6% |
| Participation rate | 96.8% | 76.5%+20.3pp | 82.5%+14.3pp | 71.3%+25.5pp |
| Annual return | 23.75% | 75.40%-51.7pp | 71.39%-47.6pp | 378.56%-354.8pp |
| Employer contribution / active EE | $937 | $3,224-70.9% | $4,735-80.2% | $2,148-56.4% |
| Participant deferral / active EE | $9,224 | $5,958+54.8% | $6,709+37.5% | $3,539+160.6% |
| Admin fee / account holder | $132 | $131+0.9% | $10,261-98.7% | $142-7.2% |