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 FUNDS4+ years Service code 15 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 46206 | Recordkeeping | $3,026 |
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 | $84,985 | $58,083+46.3% | $80,019+6.2% | $56,287+51.0% |
| Participation rate | 62.5% | 73.6%-11.1pp | 75.8%-13.3pp | 69.9%-7.4pp |
| Annual return | -4.30% | 34.61%-38.9pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $360 | $1,932-81.4% | $2,468-85.4% | $2,111-82.9% |
| Participant deferral / active EE | $2,157 | $3,135-31.2% | $3,686-41.5% | $3,350-35.6% |
| Admin fee / account holder | $284 | $623-54.4% | $6,521-95.6% | $521-45.5% |