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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $20,749 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,774 |
Filed as: MILLENNIUM INV & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $67,873 | $63,346+7.1% | $92,233-26.4% | $70,131-3.2% |
| Participation rate | 90.8% | 68.7%+22.1pp | 76.5%+14.3pp | 69.5%+21.2pp |
| Annual return | 16.20% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $11,129 | $2,471+350.4% | $3,679+202.5% | $2,342+375.1% |
| Participant deferral / active EE | $2,024 | $2,854-29.1% | $3,897-48.1% | $3,332-39.3% |
| Admin fee / account holder | $302 | $3,840-92.1% | $5,194-94.2% | $4,645-93.5% |