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 | $129,775 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $122,399 |
VERUS8+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $108,542 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $19,500 |
Filed as: WOHLNER, KAPLON, CUTLER, HALFORD Service code 29 · EIN 83-2856417 | Legal | $9,178 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,144 | $70,048-58.4% | $112,228-74.0% | $78,044-62.7% |
| Participation rate | 98.5% | 84.1%+14.3pp | 75.1%+23.4pp | 74.4%+24.0pp |
| Annual return | -16.43% | -10.85%-5.6pp | 27.45%-43.9pp | 10.87%-27.3pp |
| Employer contribution / active EE | $2,158 | $4,000-46.1% | $3,635-40.6% | $3,125-31.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,728-100.0% | $5,084-100.0% |
| Admin fee / account holder | $203 | $127+60.0% | $6,410-96.8% | $79+157.2% |