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 FUNDS2 years Filed as: CAPITAL BANK & TRUST COMPANY Service code 12 · EIN 95-6817943 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping fees; Participant loan ... | $1,640 |
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 | $22,875 | $58,879-61.1% | $178,490-87.2% | $73,488-68.9% |
| Participation rate | 42.5% | 66.2%-23.7pp | 81.9%-39.4pp | 70.7%-28.2pp |
| Annual return | 16.67% | 24.86%-8.2pp | 151.07%-134.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $235 | $2,236-89.5% | $5,011-95.3% | $2,270-89.7% |
| Participant deferral / active EE | $1,141 | $2,567-55.6% | $5,202-78.1% | $3,740-69.5% |
| Admin fee / account holder | $28 | $400-93.0% | $13,984-99.8% | $513-94.5% |