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 Service code 15 · EIN 96-6817943 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,316 | $58,083-39.2% | $80,019-55.9% | $56,287-37.3% |
| Participation rate | 54.3% | 73.6%-19.3pp | 75.8%-21.5pp | 69.9%-15.5pp |
| Annual return | 13.21% | 34.61%-21.4pp | 11.22%+2.0pp | -9.96%+23.2pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,095 | $3,135-33.2% | $3,686-43.1% | $3,350-37.4% |
| Admin fee / account holder | $15 | $623-97.7% | $6,521-99.8% | $521-97.2% |