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 7-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 Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $56,936 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $49,995 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,446 | $36,020-54.3% | $80,569-79.6% | $103,482-84.1% |
| Participation rate | 60.9% | 38.5%+22.4pp | 67.0%-6.1pp | 73.3%-12.4pp |
| Annual return | 62.26% | 63.68%-1.4pp | 935.43%-873.2pp | 33.11%+29.2pp |
| Employer contribution / active EE | $0 | $998-100.0% | $2,723-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $2,630 | $2,343+12.3% | $4,447-40.9% | $5,207-49.5% |
| Admin fee / account holder | $17 | $472-96.4% | $5,377-99.7% | $114-85.1% |