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) | $4,656 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,255 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,097 | $56,423+80.9% | $77,163+32.3% | $71,457+42.9% |
| Participation rate | 74.8% | 64.3%+10.5pp | 69.6%+5.2pp | 67.9%+6.8pp |
| Annual return | 15.79% | 19.05%-3.3pp | 37.87%-22.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,272 | $1,866+21.7% | $2,535-10.4% | $2,588-12.2% |
| Participant deferral / active EE | $5,641 | $3,142+79.6% | $3,833+47.2% | $4,289+31.5% |
| Admin fee / account holder | $640 | $1,429-55.2% | $5,472-88.3% | $1,587-59.7% |