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 FUNDS3 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.
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 | $55,879 | $63,745-12.3% | $98,442-43.2% | $79,386-29.6% |
| Participation rate | 35.6% | 69.9%-34.3pp | 73.3%-37.7pp | 70.7%-35.1pp |
| Annual return | 11.44% | 625.80%-614.4pp | 1492.73%-1481.3pp | 116.85%-105.4pp |
| Employer contribution / active EE | $784 | $2,557-69.3% | $2,960-73.5% | $2,427-67.7% |
| Participant deferral / active EE | $1,477 | $3,303-55.3% | $4,276-65.5% | $4,046-63.5% |
| Admin fee / account holder | $22 | $516-95.8% | $5,949-99.6% | $626-96.5% |