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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,138 |
THE MILESTONE GROUP2 years Service code 27 · EIN 84-1333402 | Advisory (Plan) | $19,990 |
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 | $80,547 | $155,795-48.3% | $136,294-40.9% | $69,631+15.7% |
| Participation rate | 86.0% | 75.2%+10.7pp | 81.9%+4.0pp | 70.7%+15.3pp |
| Annual return | 19.09% | 232464.33%-232445.2pp | 5155.94%-5136.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $4,215 | $2,991+40.9% | $4,695-10.2% | $2,032+107.4% |
| Participant deferral / active EE | $6,710 | $5,394+24.4% | $6,247+7.4% | $3,224+108.1% |
| Admin fee / account holder | $52 | $128-59.3% | $9,243-99.4% | $110-52.7% |