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) | $20,000 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,584 |
BERNARD ROBINSON & COMPANY, LLP2+ years Filed as: BERNARD ROBINSON & CO. LLP Service code 10 · EIN 56-0571159 | Accounting | $9,000 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,165 | $37,044+5.7% | $71,796-45.4% | $57,658-32.1% |
| Participation rate | 23.9% | 61.1%-37.2pp | 69.1%-45.2pp | 70.2%-46.3pp |
| Annual return | 10.45% | 12.64%-2.2pp | 78.04%-67.6pp | 5.13%+5.3pp |
| Employer contribution / active EE | $398 | $720-44.7% | $1,924-79.3% | $1,974-79.8% |
| Participant deferral / active EE | $602 | $1,974-69.5% | $2,794-78.4% | $3,061-80.3% |
| Admin fee / account holder | $295 | $101+192.4% | $4,815-93.9% | $95+212.2% |