See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILESTONE INVESTMENTS3 years Filed as: MILESTONE INVESTMENTS, INC. Service code 26 · EIN 56-2125552 | Advisory (Participants) | $28,562 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,700 |
WIPFLI LLP1 year Filed as: WIPFLI Service code 15 · EIN 39-0758449 | Recordkeeping | $10,805 |
NWA1 year Service code 15 · EIN 39-1444845 | Recordkeeping | $7,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,243 | $76,670-22.7% | $96,683-38.7% | $71,457-17.1% |
| Participation rate | 99.5% | 66.6%+32.9pp | 74.3%+25.1pp | 67.9%+31.6pp |
| Annual return | 15.40% | 48.29%-32.9pp | 35.69%-20.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,438 | $3,031-52.6% | $3,737-61.5% | $2,588-44.4% |
| Participant deferral / active EE | $3,527 | $3,771-6.5% | $4,878-27.7% | $4,289-17.8% |
| Admin fee / account holder | $232 | $2,028-88.6% | $6,730-96.6% | $1,587-85.4% |