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 RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-6847943 | Recordkeeping | $578 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,820 | $58,879-42.6% | $178,490-81.1% | $73,488-54.0% |
| Participation rate | 25.4% | 66.2%-40.8pp | 81.9%-56.6pp | 70.7%-45.3pp |
| Annual return | 18.52% | 24.86%-6.3pp | 151.07%-132.5pp | 28.51%-10.0pp |
| Employer contribution / active EE | $74 | $2,236-96.7% | $5,011-98.5% | $2,270-96.7% |
| Participant deferral / active EE | $912 | $2,567-64.5% | $5,202-82.5% | $3,740-75.6% |
| Admin fee / account holder | $16 | $400-95.9% | $13,984-99.9% | $513-96.8% |