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 |
|---|---|---|
MILESTONE CONSULTANTS1 year Service code 27 35 NORTHWIND WAY · ROCHESTER, NY 14624 | Advisory (Plan) | $752 |
NATIONWIDE1 year Filed as: NATIONWIDE TRUST COMPANY Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $552 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES Service code 15 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,666 | $85,202-85.1% | $172,739-92.7% | $72,985-82.6% |
| Participation rate | 58.0% | 70.1%-12.1pp | 82.6%-24.7pp | 69.5%-11.5pp |
| Annual return | 22.60% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $705 | $3,324-78.8% | $5,143-86.3% | $2,440-71.1% |
| Participant deferral / active EE | $995 | $3,260-69.5% | $5,198-80.9% | $3,607-72.4% |
| Admin fee / account holder | $145 | $5,884-97.5% | $13,954-99.0% | $5,124-97.2% |