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 6-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 PRIVATE WEALTH Service code 27 225 SEVEN FARMS DRIVE · CHARLESTON, SC 29492 | Advisory (Plan) | $70,911 |
RETIREMENT STRATEGIES, INC.4+ years Filed as: RETIREMENT STRATEGIES, INC Service code 10 229 FURY'S FERRY RD. · AUGUSTA, GA 30907 | Accounting | $1,855 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -5.27% | -2.51%-2.8pp | -102.03%+96.8pp | -0.69%-4.6pp |
| Employer contribution / active EE | $10,542 | $11,346-7.1% | $36,229-70.9% | $16,786-37.2% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |