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 7-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 GENERATION3 years Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $12,515 |
Service code 26 5400 COLLEGE BLVD, SUITE A · OVERLAND PARK, KS 66211 | Advisory (Participants) | $8,318 |
Filed as: LEGACY FINANCIAL STRATEGIES Service code 26 11300 TOMAHAWK CREEK PKWY · LEAWOOD, KS 66211 | Advisory (Participants) | $6,588 |
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 | $31,699 | $79,700-60.2% | $153,432-79.3% | $74,546-57.5% |
| Participation rate | 88.6% | 69.8%+18.8pp | 77.1%+11.5pp | 67.2%+21.4pp |
| Annual return | 12.04% | 15.07%-3.0pp | 15.66%-3.6pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $1,594 | $4,016-60.3% | $5,038-68.4% | $2,624-39.2% |
| Participant deferral / active EE | $2,656 | $5,315-50.0% | $6,757-60.7% | $4,347-38.9% |
| Admin fee / account holder | $268 | $1,790-85.0% | $12,725-97.9% | $1,944-86.2% |