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 10-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 GENERATION5 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $14,825 |
PAYCHEX, INC.5 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $13,677 |
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 | $48,213 | $65,435-26.3% | $86,677-44.4% | $66,914-27.9% |
| Participation rate | 60.7% | 75.5%-14.8pp | 76.6%-15.9pp | 69.8%-9.1pp |
| Annual return | -15.83% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,494 | $4,100-39.2% | $4,656-46.4% | $4,237-41.1% |
| Admin fee / account holder | $257 | $642-59.9% | $7,493-96.6% | $593-56.6% |