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 ADVISORS2+ years Filed as: MILESTONE INVESTMENT ADVISORS, LLC Service code 28 · EIN 46-3135826 | Investment Management | $27,125 |
ALLIANCE BENEFIT GROUP2+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $26,149 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,309 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,779 | $47,977+60.0% | $154,107-50.2% | $56,287+36.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.62% | 3.54%-7.2pp | 735.12%-738.7pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,967 | $2,169+82.9% | $5,298-25.1% | $2,111+87.9% |
| Participant deferral / active EE | $4,116 | $2,392+72.1% | $5,081-19.0% | $3,350+22.9% |
| Admin fee / account holder | $319 | $438-27.2% | $13,411-97.6% | $521-38.8% |