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 |
|---|---|---|
AMERICAN FUNDS1 year Service code 15 · EIN 95-6817943 P O BOX 6040 · INDIANAPLIS, IN 462066040 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,641 | $54,762-31.3% | $90,281-58.3% | $72,985-48.4% |
| Participation rate | 48.9% | 65.1%-16.2pp | 73.3%-24.3pp | 69.5%-20.6pp |
| Annual return | 12.20% | 30.63%-18.4pp | 78.10%-65.9pp | 81.00%-68.8pp |
| Employer contribution / active EE | $891 | $2,092-57.4% | $2,854-68.8% | $2,440-63.5% |
| Participant deferral / active EE | $1,828 | $2,887-36.7% | $3,885-53.0% | $3,607-49.3% |
| Admin fee / account holder | $16 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |