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 FUNDS10+ years Filed as: CAPITAL BANK AND TRUST Service code 64 · EIN 95-6817943 PO BOX 6040 · INDIANOPOLIS, IN 462066040 | Recordkeeping Fees | $350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,301 | $79,171-7.4% | $102,423-28.4% | $74,495-1.6% |
| Participation rate | 76.1% | 74.8%+1.3pp | 76.5%-0.4pp | 67.2%+8.9pp |
| Annual return | 16.45% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,191 | $2,362-49.6% | $3,023-60.6% | $2,623-54.6% |
| Participant deferral / active EE | $3,115 | $4,415-29.4% | $5,053-38.3% | $4,346-28.3% |
| Admin fee / account holder | $35 | $2,001-98.2% | $9,451-99.6% | $1,942-98.2% |