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 Filed as: CAPITAL BANK AND TRUST COMPANY Service code 18 · EIN 95-6817943 | Trustee (bank, trust company, or simi... | $200 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 37 · EIN 95-6817943 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,132 | $73,638-63.2% | $95,952-71.7% | $73,488-63.1% |
| Participation rate | 28.1% | 76.2%-48.0pp | 77.1%-48.9pp | 70.7%-42.5pp |
| Annual return | 20.30% | 16.78%+3.5pp | 91.61%-71.3pp | 28.51%-8.2pp |
| Employer contribution / active EE | $653 | $1,863-65.0% | $2,541-74.3% | $2,270-71.2% |
| Participant deferral / active EE | $1,142 | $3,617-68.4% | $4,167-72.6% | $3,740-69.4% |
| Admin fee / account holder | $13 | $482-97.4% | $6,795-99.8% | $513-97.6% |