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 | $192,790 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $6,250 |
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 | $66,178 | $74,552-11.2% | $62,995+5.1% | $69,631-5.0% |
| Participation rate | 96.6% | 78.3%+18.3pp | 74.8%+21.7pp | 70.7%+25.9pp |
| Annual return | 19.98% | 15.77%+4.2pp | 87.57%-67.6pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $4,280 | $2,929+46.1% | $2,759+55.1% | $2,032+110.6% |
| Participant deferral / active EE | $2,489 | $2,974-16.3% | $3,329-25.2% | $3,224-22.8% |
| Admin fee / account holder | $282 | $59+374.8% | $3,600-92.2% | $110+155.4% |