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 |
|---|---|---|
401K GENERATION6 years Filed as: 401K GENERATION INC. Service code 26 · EIN 26-4477125 237 S WESTMONTE DR. · ALTAMONTE SPRINGS, FL 32714 | Advisory (Participants) | $19,759 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,640 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,926 | $65,946-69.8% | $81,783-75.6% | $77,671-74.3% |
| Participation rate | 82.4% | 65.8%+16.6pp | 72.4%+10.0pp | 70.6%+11.8pp |
| Annual return | 10.85% | 26.65%-15.8pp | 775.05%-764.2pp | 31.21%-20.4pp |
| Employer contribution / active EE | $1,494 | $2,371-37.0% | $2,913-48.7% | $2,726-45.2% |
| Participant deferral / active EE | $2,790 | $3,507-20.4% | $4,320-35.4% | $4,648-40.0% |
| Admin fee / account holder | $157 | $527-70.2% | $7,380-97.9% | $430-63.5% |