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 |
|---|---|---|
CALTON & ASSOCIATES, INC.2 years Filed as: CALTON & ASSOCIATES INC Service code 13 2701 N ROCKY POINT DR STE 1000 · TAMPA, FL 33607 | Contract Administrator | $51,497 |
PAYCHEX, INC.4 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $31,177 |
Filed as: ERISA FIDUCIARY SERVICES INC. Service code 13 · EIN 47-1637791 1800 WALT WHITMAN ROAD · MELVILLE, NY 117473237 | Contract Administrator | $5,776 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,797 | $55,214+39.1% | $104,607-26.6% | $73,488+4.5% |
| Participation rate | 88.1% | 67.8%+20.3pp | 74.1%+14.0pp | 70.7%+17.4pp |
| Annual return | 16.12% | 24.79%-8.7pp | 340.46%-324.3pp | 28.51%-12.4pp |
| Employer contribution / active EE | $6,695 | $1,468+356.2% | $2,681+149.8% | $2,270+194.9% |
| Participant deferral / active EE | $5,132 | $2,925+75.5% | $3,740+37.2% | $3,740+37.2% |
| Admin fee / account holder | $354 | $424-16.5% | $6,473-94.5% | $513-31.1% |