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) | $83,602 |
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $31,061 |
TRG ADVISORS, INC.6 years Filed as: TRG ADVISORS, INC Service code 27 · EIN 82-3871756 | Advisory (Plan) | $17,255 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,276 | $83,884-27.0% | $64,056-4.3% | $74,419-17.7% |
| Participation rate | 72.9% | 76.6%-3.7pp | 72.3%+0.6pp | 70.7%+2.2pp |
| Annual return | 12.77% | 16.57%-3.8pp | 33.69%-20.9pp | 34.38%-21.6pp |
| Employer contribution / active EE | $1,745 | $3,084-43.4% | $2,747-36.5% | $2,637-33.9% |
| Participant deferral / active EE | $2,291 | $3,692-37.9% | $3,880-40.9% | $4,528-49.4% |
| Admin fee / account holder | $210 | $196+7.2% | $3,068-93.2% | $348-39.6% |