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 FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-6847943 | Recordkeeping | $321 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,137 | $61,156-39.3% | $185,823-80.0% | $79,386-53.2% |
| Participation rate | 25.2% | 66.6%-41.4pp | 81.7%-56.5pp | 70.7%-45.5pp |
| Annual return | 16.15% | 19.45%-3.3pp | 122.05%-105.9pp | 116.85%-100.7pp |
| Employer contribution / active EE | $85 | $2,321-96.3% | $5,167-98.3% | $2,427-96.5% |
| Participant deferral / active EE | $1,217 | $2,789-56.4% | $5,568-78.1% | $4,046-69.9% |
| Admin fee / account holder | $5 | $710-99.3% | $16,237-100.0% | $626-99.2% |