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 |
|---|---|---|
Filed as: MILLENNIUM INVESTMENT AND RET Service code 26 · EIN 94-3428956 13850 BALLANTYNE CORPORATE PL #500 · CHARLOTTE, NC 28277 | Advisory (Participants) | $1,771 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,352 |
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 | $79,816 | $50,666+57.5% | $76,817+3.9% | $65,185+22.4% |
| Participation rate | 81.8% | 68.8%+12.9pp | 72.1%+9.7pp | 70.2%+11.6pp |
| Annual return | 20.67% | 28.51%-7.8pp | 1166.11%-1145.4pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,449 | $1,575-8.0% | $2,302-37.1% | $2,177-33.4% |
| Participant deferral / active EE | $5,837 | $2,647+120.5% | $3,336+75.0% | $3,514+66.1% |
| Admin fee / account holder | $269 | $463-41.9% | $6,420-95.8% | $847-68.3% |