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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENIUM INVESTMENT AND RETIREMENT Service code 26 · EIN 94-3428956 | Advisory (Participants) | $1,386 |
Service code 26 · EIN 30-0132728 | Advisory (Participants) | $673 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,600 | $65,390+47.7% | $169,368-43.0% | $71,457+35.2% |
| Participation rate | 89.9% | 67.0%+23.0pp | 77.1%+12.8pp | 67.9%+22.0pp |
| Annual return | 14.37% | 21.31%-6.9pp | 405.60%-391.2pp | 28.85%-14.5pp |
| Employer contribution / active EE | $11,704 | $2,079+463.0% | $4,013+191.7% | $2,588+352.3% |
| Participant deferral / active EE | $0 | $4,367-100.0% | $6,221-100.0% | $4,289-100.0% |
| Admin fee / account holder | $418 | $1,324-68.4% | $9,003-95.4% | $1,587-73.6% |