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 |
|---|---|---|
CAAS LLC3+ years Service code 27 · EIN 38-3470125 | Advisory (Plan) | $25,000 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,567 |
Filed as: MILLENNIUM INV & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $12,000 |
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 | $25,787 | $50,637-49.1% | $86,590-70.2% | $62,292-58.6% |
| Participation rate | 87.1% | 67.9%+19.2pp | 73.5%+13.5pp | 69.5%+17.6pp |
| Annual return | 15.91% | 20.80%-4.9pp | 964.84%-948.9pp | 28.90%-13.0pp |
| Employer contribution / active EE | $351 | $2,075-83.1% | $2,839-87.6% | $2,042-82.8% |
| Participant deferral / active EE | $2,053 | $2,611-21.4% | $3,609-43.1% | $3,169-35.2% |
| Admin fee / account holder | $221 | $413-46.4% | $4,906-95.5% | $479-53.8% |