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 FUNDS6+ years Service code 15 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 46206 | Recordkeeping | $563 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,247 | $81,208+23.4% | $98,907+1.4% | $79,858+25.5% |
| Participation rate | 63.9% | 72.5%-8.7pp | 76.0%-12.2pp | 69.6%-5.8pp |
| Annual return | 16.43% | 60.99%-44.6pp | 196.43%-180.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $361 | $1,960-81.6% | $2,689-86.6% | $2,471-85.4% |
| Participant deferral / active EE | $2,075 | $3,265-36.4% | $4,244-51.1% | $3,740-44.5% |
| Admin fee / account holder | $244 | $6,013-95.9% | $6,642-96.3% | $5,306-95.4% |