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 7-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 |
|---|---|---|
THE MILESTONE GROUP2+ years Filed as: MILESTONE GROUP INC. Service code 26 · EIN 84-1333402 | Advisory (Participants) | $6,423 |
CHARLES DAVID HYMAN2+ years Service code 26 · EIN 65-0128319 | Advisory (Participants) | $3,121 |
ATON ADVISORS LLC2+ years Service code 26 · EIN 27-2064708 | Advisory (Participants) | $2,319 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,929 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $236,595 | $75,183+214.7% | $123,892+91.0% | $55,167+328.9% |
| Participation rate | 96.1% | 72.8%+23.3pp | 81.4%+14.7pp | 69.0%+27.1pp |
| Annual return | 7.79% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $15,491 | $2,823+448.7% | $4,617+235.5% | $1,963+689.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $54 | $663-91.8% | $8,357-99.4% | $504-89.3% |