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 INV & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $20,127 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,061 |
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 | $34,303 | $54,350-36.9% | $82,719-58.5% | $68,494-49.9% |
| Participation rate | 98.5% | 63.9%+34.6pp | 72.6%+26.0pp | 67.9%+30.6pp |
| Annual return | -17.54% | -13.67%-3.9pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $5,924 | $2,218+167.1% | $3,009+96.9% | $2,596+128.2% |
| Participant deferral / active EE | $5,715 | $3,246+76.1% | $4,395+30.0% | $4,027+41.9% |
| Admin fee / account holder | $225 | $4,395-94.9% | $5,329-95.8% | $5,403-95.8% |