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 FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 335 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,701 | $47,922-27.6% | $75,886-54.3% | $65,185-46.8% |
| Participation rate | 56.7% | 63.0%-6.3pp | 69.3%-12.6pp | 70.2%-13.5pp |
| Annual return | 19.31% | 24.12%-4.8pp | 30.76%-11.4pp | 29.38%-10.1pp |
| Employer contribution / active EE | $350 | $1,557-77.5% | $2,500-86.0% | $2,177-83.9% |
| Participant deferral / active EE | $1,154 | $2,550-54.8% | $3,603-68.0% | $3,514-67.2% |
| Admin fee / account holder | $36 | $532-93.2% | $5,418-99.3% | $847-95.8% |