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 FUNDS2 years 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.
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 | $44,695 | $66,124-32.4% | $90,404-50.6% | $73,488-39.2% |
| Participation rate | 44.1% | 69.7%-25.5pp | 72.7%-28.5pp | 70.7%-26.5pp |
| Annual return | 11.73% | 17.65%-5.9pp | 1293.02%-1281.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $827 | $2,346-64.8% | $3,262-74.7% | $2,270-63.6% |
| Participant deferral / active EE | $1,649 | $3,039-45.7% | $3,963-58.4% | $3,740-55.9% |
| Admin fee / account holder | $14 | $396-96.3% | $5,611-99.7% | $513-97.2% |