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 8-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 INVESTMENT ADVISORS1+ years Filed as: MILESTONE INVESTMENT ADVISORS, LLC Service code 28 · EIN 46-3135826 | Investment Management | $20,456 |
ALLIANCE BENEFIT GROUP1+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $19,771 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,336 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
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 | $88,931 | $55,453+60.4% | $170,442-47.8% | $62,292+42.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.60% | 21.38%-7.8pp | 205.93%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $3,273 | $2,164+51.3% | $5,433-39.8% | $2,042+60.3% |
| Participant deferral / active EE | $3,505 | $2,303+52.2% | $4,939-29.0% | $3,169+10.6% |
| Admin fee / account holder | $245 | $455-46.2% | $13,880-98.2% | $479-48.9% |