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 8-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,195 |
401K GENERATION1 year Filed as: 401K GENERATION INC Service code 15 · EIN 26-4477125 | Recordkeeping | $13,781 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,909 | $58,264-43.5% | $86,612-62.0% | $71,457-53.9% |
| Participation rate | 96.3% | 65.0%+31.3pp | 71.7%+24.6pp | 67.9%+28.4pp |
| Annual return | 17.40% | 21.63%-4.2pp | 591.07%-573.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $5,571 | $2,574+116.4% | $3,022+84.3% | $2,588+115.3% |
| Participant deferral / active EE | $8,043 | $3,436+134.1% | $4,438+81.3% | $4,289+87.5% |
| Admin fee / account holder | $390 | $1,057-63.1% | $5,614-93.1% | $1,587-75.5% |