See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,650 | $80,724-10.0% | $103,333-29.7% | $74,495-2.5% |
| Participation rate | 46.8% | 65.7%-18.9pp | 74.5%-27.7pp | 67.2%-20.4pp |
| Annual return | 15.40% | 27.56%-12.2pp | 24.88%-9.5pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $790 | $3,157-75.0% | $3,868-79.6% | $2,623-69.9% |
| Participant deferral / active EE | $2,682 | $3,860-30.5% | $5,057-47.0% | $4,346-38.3% |
| Admin fee / account holder | $258 | $2,368-89.1% | $8,355-96.9% | $1,942-86.7% |