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 FUNDS4 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,844 | $64,119-16.0% | $112,228-52.0% | $66,914-19.5% |
| Participation rate | 42.2% | 68.5%-26.3pp | 75.1%-32.9pp | 69.8%-27.6pp |
| Annual return | -17.46% | -13.81%-3.7pp | 27.45%-44.9pp | 1.58%-19.0pp |
| Employer contribution / active EE | $629 | $3,005-79.1% | $3,635-82.7% | $2,544-75.3% |
| Participant deferral / active EE | $1,955 | $3,693-47.1% | $4,728-58.6% | $4,237-53.9% |
| Admin fee / account holder | $256 | $625-59.0% | $6,410-96.0% | $593-56.8% |