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 |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $36,079 |
Service code 27 810 E. COLLEGE PARKWAY · ANNAPOLIS, MD 21409 | Advisory (Plan) | $34,692 |
Filed as: MILLENNIUM INVESTMENT AND RETIREMEN Service code 28 3540 TORINGDON WAY STE 200 · CHARLOTTE, NC 28277 | Investment Management | $5,551 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,804 | $65,435+14.3% | $86,677-13.7% | $66,914+11.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -17.25% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $3,909 | $2,153+81.5% | $2,836+37.8% | $2,544+53.6% |
| Participant deferral / active EE | $10,799 | $4,100+163.4% | $4,656+132.0% | $4,237+154.9% |
| Admin fee / account holder | $312 | $642-51.4% | $7,493-95.8% | $593-47.5% |