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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8+ years Service code 15 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 46206 | Recordkeeping | $3,710 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,144 | $73,004+35.8% | $90,749+9.3% | $68,494+44.7% |
| Participation rate | 60.0% | 70.8%-10.8pp | 75.7%-15.7pp | 67.9%-7.9pp |
| Annual return | -17.78% | -13.81%-4.0pp | -12.16%-5.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $370 | $2,193-83.1% | $2,921-87.3% | $2,596-85.8% |
| Participant deferral / active EE | $2,145 | $3,627-40.9% | $4,564-53.0% | $4,027-46.7% |
| Admin fee / account holder | $345 | $5,896-94.2% | $8,445-95.9% | $5,403-93.6% |