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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.
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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION1 year Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $5,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,356 | $32,117-52.2% | $71,086-78.4% | $64,186-76.1% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.7%-4.7pp | 69.6%-19.6pp |
| Annual return | -5.73% | -5.57%-0.2pp | 650.59%-656.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $118 | $712-83.4% | $1,088-89.1% | $2,381-95.0% |
| Participant deferral / active EE | $636 | $1,263-49.7% | $1,874-66.1% | $3,470-81.7% |
| Admin fee / account holder | $120 | $2,759-95.7% | $3,082-96.1% | $4,888-97.6% |