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 5-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: MILLENIUM ADVISORY SVCS, INC Service code 26 · EIN 54-2020086 5340 TWIN HICKORY RD · GLEN ALLEN, VA 230595682 | Advisory (Participants) | $509,592 |
PLANPILOT, LLC5+ years Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $199,245 |
PENTEGRA SERVICES, INC.5+ years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $165,488 |
TIAA5+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $139,713 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 14 · EIN 41-0746749 11710 BELTSVILLE DR · BELTSVILLE, MD 207053102 | Plan Administrator | $29,815 |
PRM CONSULTING INC5+ years Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $27,000 |
Service code 29 · EIN 20-5657685 811 ROSLYN TER · EVANSTON, IL 602011723 | Legal | $12,756 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,203 | $113,293-22.1% | $67,502+30.7% | $199,593-55.8% |
| Participation rate | 94.2% | 73.3%+20.8pp | 72.9%+21.3pp | 72.0%+22.2pp |
| Annual return | 12.48% | 15.88%-3.4pp | 3512.12%-3499.6pp | 34.25%-21.8pp |
| Employer contribution / active EE | $3,128 | $3,401-8.0% | $2,731+14.6% | $3,034+3.1% |
| Participant deferral / active EE | $2,917 | $4,159-29.9% | $4,000-27.1% | $5,087-42.6% |
| Admin fee / account holder | $199 | $103+94.0% | $3,998-95.0% | $269-26.0% |