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) | $85,161 |
TIAA7 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $35,250 |
TRG ADVISORS, INC.7 years Filed as: TRG ADVISORS, INC Service code 27 · EIN 82-3871756 | Advisory (Plan) | $19,374 |
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 | $68,387 | $91,762-25.5% | $67,502+1.3% | $77,643-11.9% |
| Participation rate | 92.5% | 75.9%+16.6pp | 72.9%+19.6pp | 70.6%+21.9pp |
| Annual return | 10.40% | 14.87%-4.5pp | 3512.12%-3501.7pp | 31.24%-20.8pp |
| Employer contribution / active EE | $1,873 | $3,181-41.1% | $2,731-31.4% | $2,726-31.3% |
| Participant deferral / active EE | $2,453 | $3,903-37.2% | $4,000-38.7% | $4,647-47.2% |
| Admin fee / account holder | $232 | $176+31.7% | $3,998-94.2% | $430-46.2% |