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 Service code 15 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 46206 | Recordkeeping | $3,292 |
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.
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 | $71,367 | $56,629+26.0% | $77,999-8.5% | $55,167+29.4% |
| Participation rate | 62.9% | 73.3%-10.4pp | 75.5%-12.6pp | 69.0%-6.1pp |
| Annual return | 9.17% | 2866.98%-2857.8pp | 425.96%-416.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $285 | $1,723-83.4% | $2,470-88.5% | $1,963-85.5% |
| Participant deferral / active EE | $1,882 | $2,777-32.2% | $3,497-46.2% | $3,054-38.4% |
| Admin fee / account holder | $37 | $467-92.1% | $5,480-99.3% | $504-92.7% |