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 10-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 |
|---|---|---|
401K GENERATION2 years Filed as: 401K GENERATION INC. Service code 15 · EIN 26-4477125 237 S WESTMONTE DR. · ALTAMONTE SPRINGS, FL 32714 | Recordkeeping | $46,947 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,939 |
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 | $57,172 | $51,197+11.7% | $82,719-30.9% | $66,914-14.6% |
| Participation rate | 88.6% | 67.8%+20.8pp | 72.6%+16.0pp | 69.8%+18.8pp |
| Annual return | 133.98% | -9.64%+143.6pp | 701.18%-567.2pp | 1.58%+132.4pp |
| Employer contribution / active EE | $2,166 | $2,611-17.1% | $3,009-28.0% | $2,544-14.9% |
| Participant deferral / active EE | $6,142 | $3,458+77.6% | $4,395+39.8% | $4,237+45.0% |
| Admin fee / account holder | $378 | $416-9.0% | $5,329-92.9% | $593-36.3% |