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 FUNDS5 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 | $62,163 | $76,670-18.9% | $96,683-35.7% | $71,457-13.0% |
| Participation rate | 42.1% | 66.6%-24.5pp | 74.3%-32.2pp | 67.9%-25.8pp |
| Annual return | 21.44% | 48.29%-26.9pp | 35.69%-14.3pp | 28.85%-7.4pp |
| Employer contribution / active EE | $691 | $3,031-77.2% | $3,737-81.5% | $2,588-73.3% |
| Participant deferral / active EE | $2,200 | $3,771-41.7% | $4,878-54.9% | $4,289-48.7% |
| Admin fee / account holder | $221 | $2,028-89.1% | $6,730-96.7% | $1,587-86.1% |