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 CONSULTANTS2 years Service code 27 35 NORTHWIND WAY · ROCHESTER, NY 14624 | Advisory (Plan) | $0 |
NATIONWIDE2 years Filed as: NATIONWIDE TRUST COMPANY Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $0 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES Service code 15 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,392 | $58,879-53.5% | $178,490-84.7% | $73,488-62.7% |
| Participation rate | 68.4% | 66.2%+2.2pp | 81.9%-13.5pp | 70.7%-2.3pp |
| Annual return | 260.55% | 24.86%+235.7pp | 151.07%+109.5pp | 28.51%+232.0pp |
| Employer contribution / active EE | $633 | $2,236-71.7% | $5,011-87.4% | $2,270-72.1% |
| Participant deferral / active EE | $948 | $2,567-63.1% | $5,202-81.8% | $3,740-74.7% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |