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 FUNDS8 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 52 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Indirect Investment Fees | $57,691 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,119 | $78,485-8.1% | $106,213-32.1% | $74,495-3.2% |
| Participation rate | 99.5% | 72.8%+26.7pp | 75.3%+24.2pp | 67.2%+32.3pp |
| Annual return | 15.42% | 15.95%-0.5pp | 116.14%-100.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $5,067 | $2,523+100.9% | $3,171+59.8% | $2,623+93.2% |
| Participant deferral / active EE | $3,645 | $4,322-15.7% | $5,016-27.3% | $4,346-16.1% |
| Admin fee / account holder | $282 | $2,232-87.4% | $11,033-97.4% | $1,942-85.5% |