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 8-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+ years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $6,853 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,227 | $73,102-88.7% | $123,544-93.3% | $56,287-85.4% |
| Participation rate | 75.8% | 74.3%+1.5pp | 82.3%-6.5pp | 69.9%+6.0pp |
| Annual return | -4.30% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,123 | $2,977-28.7% | $4,628-54.1% | $2,111+0.6% |
| Participant deferral / active EE | $3,118 | $5,423-42.5% | $6,426-51.5% | $3,350-6.9% |
| Admin fee / account holder | $109 | $554-80.3% | $9,284-98.8% | $521-79.1% |