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 26 · EIN 54-2020086 | Advisory (Participants) | $103,793 |
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $33,487 |
TRG ADVISORS, INC.5 years Filed as: TRG ADVISORS, INC Service code 27 · EIN 82-3871756 | Advisory (Plan) | $17,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,528 | $60,989-5.7% | $60,874-5.5% | $66,914-14.0% |
| Participation rate | 92.9% | 74.5%+18.4pp | 73.1%+19.8pp | 69.8%+23.1pp |
| Annual return | -11.63% | -9.60%-2.0pp | 16.90%-28.5pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,860 | $2,661-30.1% | $2,701-31.1% | $2,544-26.9% |
| Participant deferral / active EE | $2,536 | $3,615-29.9% | $3,817-33.6% | $4,237-40.2% |
| Admin fee / account holder | $247 | $338-27.1% | $3,224-92.3% | $593-58.4% |