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 FUNDS1+ years Filed as: THE CAPITAL GROUP INVT ADV SERVICES Service code 27 · EIN 46-4255096 | Advisory (Plan) | $9,842 |
Service code 37 · EIN 04-2647786 | Loan Processing | $694 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,222 | $70,002-74.0% | $115,037-84.2% | $52,331-65.2% |
| Participation rate | 86.0% | 72.1%+13.9pp | 81.4%+4.6pp | 68.1%+17.9pp |
| Annual return | 0.87% | 4.04%-3.2pp | 26.14%-25.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,523 | $2,715-43.9% | $4,608-66.9% | $1,882-19.0% |
| Participant deferral / active EE | $6,366 | $4,920+29.4% | $6,026+5.6% | $3,022+110.6% |
| Admin fee / account holder | $83 | $566-85.3% | $8,175-99.0% | $592-86.0% |