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 GENERATION1 year Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY SUITE 311 · LAKE MARY, FL 32743 | Contract Administrator | $6,211 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,680 | $84,487-73.2% | $125,339-81.9% | $66,914-66.1% |
| Participation rate | 78.6% | 76.4%+2.2pp | 82.4%-3.8pp | 69.8%+8.8pp |
| Annual return | -15.37% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,327 | $3,553-34.5% | $4,814-51.7% | $2,544-8.6% |
| Participant deferral / active EE | $5,957 | $6,781-12.2% | $7,446-20.0% | $4,237+40.6% |
| Admin fee / account holder | $52 | $685-92.4% | $10,010-99.5% | $593-91.2% |