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.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $107,789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,471 | $82,202+36.8% | $125,339-10.3% | $64,808+73.5% |
| Participation rate | 97.2% | 77.9%+19.3pp | 82.4%+14.8pp | 71.5%+25.7pp |
| Annual return | -16.68% | 3.48%-20.2pp | 572.05%-588.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,736 | $3,615-52.0% | $4,814-63.9% | $2,506-30.7% |
| Participant deferral / active EE | $11,137 | $7,175+55.2% | $7,446+49.6% | $4,310+158.4% |
| Admin fee / account holder | $112 | $163-31.6% | $10,010-98.9% | $188-40.6% |