See peer percentile detail. $4.99 for your first month.
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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 CONSULTANTS4 years Service code 27 · EIN 47-2374702 PO BOX 312 · WHITNEY POINT, NY 13862 | Advisory (Plan) | $14,354 |
NATIONWIDE4 years Filed as: NATIONWIDE TRUST COMPANY Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $13,133 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES Service code 15 · EIN 22-2725182 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $2,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,458 | $65,061-59.3% | $143,757-81.6% | $66,914-60.5% |
| Participation rate | 54.2% | 65.2%-11.0pp | 80.3%-26.1pp | 69.8%-15.6pp |
| Annual return | -16.33% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $826 | $2,361-65.0% | $4,951-83.3% | $2,544-67.5% |
| Participant deferral / active EE | $1,382 | $2,919-52.7% | $5,637-75.5% | $4,237-67.4% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |