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.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $123,868 |
Filed as: HOOD & STRONG Service code 10 · EIN 94-1254756 | Accounting | $0 |
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 | $127,141 | $100,801+26.1% | $149,696-15.1% | $73,409+73.2% |
| Participation rate | 98.9% | 77.7%+21.2pp | 82.5%+16.5pp | 72.2%+26.8pp |
| Annual return | 16.59% | 265.34%-248.7pp | 276.60%-260.0pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,036 | $3,312-68.7% | $4,644-77.7% | $2,234-53.6% |
| Participant deferral / active EE | $10,509 | $6,404+64.1% | $6,842+53.6% | $3,805+176.2% |
| Admin fee / account holder | $138 | $181-23.4% | $9,309-98.5% | $158-12.3% |