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 |
|---|---|---|
CALTON & ASSOCIATES, INC.5+ years Filed as: CALTON & ASSOCIATES INC Service code 55 · EIN 59-2845944 | Other Commissions | $21,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,021 |
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 | $75,663 | $89,652-15.6% | $141,162-46.4% | $65,185+16.1% |
| Participation rate | 79.4% | 74.7%+4.6pp | 82.5%-3.1pp | 70.2%+9.2pp |
| Annual return | 25.35% | 32.79%-7.4pp | 71.39%-46.0pp | 29.38%-4.0pp |
| Employer contribution / active EE | $1,868 | $3,065-39.1% | $4,735-60.6% | $2,177-14.2% |
| Participant deferral / active EE | $5,290 | $5,691-7.0% | $6,709-21.2% | $3,514+50.6% |
| Admin fee / account holder | $13 | $569-97.6% | $10,261-99.9% | $847-98.4% |