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 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,337 | $63,114-18.7% | $92,893-44.7% | $65,185-21.2% |
| Participation rate | 49.7% | 68.8%-19.1pp | 76.0%-26.3pp | 70.2%-20.5pp |
| Annual return | 21.10% | 28.75%-7.7pp | 109.41%-88.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,344 | $2,571-47.7% | $3,653-63.2% | $2,177-38.3% |
| Participant deferral / active EE | $2,280 | $3,108-26.6% | $4,236-46.2% | $3,514-35.1% |
| Admin fee / account holder | $179 | $624-71.3% | $5,794-96.9% | $847-78.9% |