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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-1592130 | Recordkeeping | $26,344 |
CALTON & ASSOCIATES, INC.2 years Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,185 | $85,202-1.2% | $172,739-51.3% | $72,985+15.3% |
| Participation rate | 73.1% | 70.1%+3.0pp | 82.6%-9.6pp | 69.5%+3.6pp |
| Annual return | 23.66% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,362 | $3,324+1.1% | $5,143-34.6% | $2,440+37.8% |
| Participant deferral / active EE | $4,755 | $3,260+45.9% | $5,198-8.5% | $3,607+31.8% |
| Admin fee / account holder | $16,271 | $5,884+176.5% | $13,954+16.6% | $5,124+217.5% |