Filed November 17, 2025
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 ADVISORY SERVICES, INC Service code 28 · EIN 54-2020086 | Investment Management | $96,934 |
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 | $56,372 | $68,408-17.6% | $57,179-1.4% | $57,658-2.2% |
| Participation rate | 97.9% | 79.1%+18.8pp | 75.3%+22.6pp | 70.2%+27.7pp |
| Annual return | 65.41% | 8.51%+56.9pp | 14.59%+50.8pp | 5.13%+60.3pp |
| Employer contribution / active EE | $3,374 | $2,869+17.6% | $2,682+25.8% | $1,974+71.0% |
| Participant deferral / active EE | $2,516 | $2,903-13.4% | $3,096-18.8% | $3,061-17.8% |
| Admin fee / account holder | $163 | $70+134.1% | $3,139-94.8% | $95+72.5% |