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 64 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $0 |
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 | $15,810 | $46,966-66.3% | $185,117-91.5% | $69,631-77.3% |
| Participation rate | 68.8% | 65.3%+3.5pp | 77.3%-8.5pp | 70.7%-1.9pp |
| Annual return | 18.23% | 22.36%-4.1pp | 40.50%-22.3pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $345 | $1,360-74.6% | $4,182-91.7% | $2,032-83.0% |
| Participant deferral / active EE | $1,439 | $3,017-52.3% | $5,045-71.5% | $3,224-55.4% |
| Admin fee / account holder | $119 | $94+26.9% | $8,159-98.5% | $110+7.8% |