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 year Filed as: CAPITAL BANK & TRUST COMPANY Service code 12 · EIN 95-6817943 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Direct payment from the plan; Trustee... | $890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,084 | $52,953-52.6% | $172,739-85.5% | $65,185-61.5% |
| Participation rate | 44.6% | 66.2%-21.6pp | 82.6%-38.0pp | 70.2%-25.6pp |
| Annual return | 21.31% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $174 | $2,190-92.1% | $5,143-96.6% | $2,177-92.0% |
| Participant deferral / active EE | $883 | $2,471-64.2% | $5,198-83.0% | $3,514-74.9% |
| Admin fee / account holder | $18 | $472-96.1% | $13,954-99.9% | $847-97.8% |