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 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 INVESTMENTS4 years Filed as: MILESTONE INVESTMENTS, INC. Service code 26 · EIN 56-2125552 | Advisory (Participants) | $33,109 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,615 |
Filed as: NORTHWESTERN WISCONSIN ASSOCIATES, Service code 15 · EIN 39-1444845 | Recordkeeping | $16,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,771 | $80,724-18.5% | $103,333-36.4% | $74,495-11.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.97% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,399 | $3,157-55.7% | $3,868-63.8% | $2,623-46.7% |
| Participant deferral / active EE | $3,569 | $3,860-7.5% | $5,057-29.4% | $4,346-17.9% |
| Admin fee / account holder | $239 | $2,368-89.9% | $8,355-97.1% | $1,942-87.7% |