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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-1592130 | Recordkeeping | $31,595 |
CALTON & ASSOCIATES, INC.3 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 | $103,566 | $91,190+13.6% | $178,490-42.0% | $79,858+29.7% |
| Participation rate | 74.1% | 69.2%+4.9pp | 81.9%-7.8pp | 69.6%+4.4pp |
| Annual return | 18.50% | 24.19%-5.7pp | 151.07%-132.6pp | 31.71%-13.2pp |
| Employer contribution / active EE | $3,633 | $3,256+11.6% | $5,011-27.5% | $2,471+47.0% |
| Participant deferral / active EE | $5,198 | $3,236+60.6% | $5,202-0.1% | $3,740+39.0% |
| Admin fee / account holder | $907 | $6,751-86.6% | $13,984-93.5% | $5,306-82.9% |