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 6-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 GENERATION4+ years Filed as: 401K GENERATION INC Service code 15 · EIN 26-4477125 | Recordkeeping | $34,125 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,932 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,468 | $49,451-34.3% | $79,550-59.2% | $66,914-51.5% |
| Participation rate | 83.5% | 61.3%+22.2pp | 69.5%+14.1pp | 69.8%+13.7pp |
| Annual return | -15.87% | 84.25%-100.1pp | 0.16%-16.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,447 | $1,266+93.3% | $2,413+1.4% | $2,544-3.8% |
| Participant deferral / active EE | $5,687 | $3,159+80.1% | $3,985+42.7% | $4,237+34.2% |
| Admin fee / account holder | $168 | $595-71.7% | $6,832-97.5% | $593-71.6% |