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 FUNDS7+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 335 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,538 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,360 | $60,776-33.6% | $85,682-52.9% | $79,386-49.2% |
| Participation rate | 59.1% | 62.1%-3.0pp | 69.9%-10.8pp | 70.7%-11.6pp |
| Annual return | 13.63% | 16.57%-2.9pp | 21.49%-7.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $406 | $1,663-75.6% | $2,618-84.5% | $2,427-83.3% |
| Participant deferral / active EE | $1,194 | $2,919-59.1% | $3,923-69.6% | $4,046-70.5% |
| Admin fee / account holder | $2 | $438-99.6% | $6,873-100.0% | $626-99.7% |