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 GENERATION9+ years Service code 27 237 S WESTMONTE DR, SUITE 300 · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $34,989 |
EPLAN ADVISORS, LLC8 years Service code 17 · EIN 36-1543746 | Pension Consulting | $18,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,754 | $65,557-43.9% | $64,056-42.6% | $71,457-48.6% |
| Participation rate | 61.4% | 73.2%-11.7pp | 72.3%-10.9pp | 67.9%-6.5pp |
| Annual return | 16.05% | 18.94%-2.9pp | 33.69%-17.6pp | 28.85%-12.8pp |
| Employer contribution / active EE | $518 | $2,669-80.6% | $2,747-81.1% | $2,588-80.0% |
| Participant deferral / active EE | $2,529 | $3,626-30.3% | $3,880-34.8% | $4,289-41.0% |
| Admin fee / account holder | $280 | $616-54.6% | $3,068-90.9% | $1,587-82.4% |