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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,301 | $46,732-58.7% | $156,549-87.7% | $55,167-65.0% |
| Participation rate | 64.6% | 65.8%-1.2pp | 84.0%-19.4pp | 69.0%-4.4pp |
| Annual return | 7.74% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $422 | $2,105-80.0% | $5,501-92.3% | $1,963-78.5% |
| Participant deferral / active EE | $773 | $2,204-64.9% | $4,871-84.1% | $3,054-74.7% |
| Admin fee / account holder | $10 | $418-97.7% | $13,027-99.9% | $504-98.1% |