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: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $0 |
Filed as: MILLENNIUM INVESTMENT AND RET Service code 26 · EIN 94-3428956 1959 N PEACE HAVEN RD. · WINSTON-SALEM, NC 27106 | Advisory (Participants) | $0 |
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 | $90,092 | $176,947-49.1% | $91,541-1.6% | - |
| Participation rate | 86.9% | 61.8%+25.0pp | 69.8%+17.1pp | - |
| Annual return | 12.50% | 15.13%-2.6pp | 20.50%-8.0pp | - |
| Employer contribution / active EE | $2,246 | $2,196+2.3% | $2,505-10.3% | - |
| Participant deferral / active EE | $6,305 | $4,114+53.2% | $4,008+57.3% | - |
| Admin fee / account holder | $626 | $22,209-97.2% | $6,956-91.0% | - |