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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,382 |
401K GENERATION2 years Filed as: 401K GENERATION INC Service code 15 · EIN 26-4477125 | Recordkeeping | $22,613 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,489 | $60,323-27.9% | $81,812-46.8% | $74,495-41.6% |
| Participation rate | 95.7% | 62.9%+32.9pp | 72.3%+23.4pp | 67.2%+28.5pp |
| Annual return | 38.28% | 16.90%+21.4pp | 773.79%-735.5pp | 1364.94%-1326.7pp |
| Employer contribution / active EE | $5,370 | $2,620+104.9% | $2,912+84.4% | $2,623+104.7% |
| Participant deferral / active EE | $7,095 | $3,387+109.5% | $4,319+64.3% | $4,346+63.3% |
| Admin fee / account holder | $431 | $1,486-71.0% | $7,386-94.2% | $1,942-77.8% |