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) | $4,489 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $907 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,920 | $54,229+84.3% | $70,092+42.6% | $68,494+45.9% |
| Participation rate | 77.2% | 64.5%+12.7pp | 70.5%+6.7pp | 67.9%+9.3pp |
| Annual return | -12.80% | -13.87%+1.1pp | 190.73%-203.5pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,304 | $2,018-35.4% | $2,559-49.0% | $2,596-49.8% |
| Participant deferral / active EE | $5,888 | $2,956+99.2% | $3,849+53.0% | $4,027+46.2% |
| Admin fee / account holder | $671 | $4,694-85.7% | $6,267-89.3% | $5,403-87.6% |