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 ADVISORS3+ years Filed as: MILESTONE INVESTMENT ADVISORS, LLC Service code 28 · EIN 46-3135826 | Investment Management | $27,021 |
ALLIANCE BENEFIT GROUP3+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $26,047 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,298 |
CHARLES SCHWAB & CO., INC.3+ 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 | $83,671 | $52,953+58.0% | $172,739-51.6% | $65,185+28.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.64% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.7pp |
| Employer contribution / active EE | $4,152 | $2,190+89.6% | $5,143-19.3% | $2,177+90.7% |
| Participant deferral / active EE | $4,469 | $2,471+80.9% | $5,198-14.0% | $3,514+27.2% |
| Admin fee / account holder | $290 | $472-38.5% | $13,954-97.9% | $847-65.8% |