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 4-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 FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 · EIN 95-1411037 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $900 |
AMERICAN FUNDS1+ years Filed as: CAPITAL BANK AND TRUST Service code 18 · EIN 95-6817943 PO BOX 6040 · INDIANAPOLIS, IN 46206 | Custodial (other than securities); Fl... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,676 | $47,977-79.8% | $154,107-93.7% | $56,287-82.8% |
| Participation rate | 53.3% | 66.2%-12.8pp | 83.0%-29.7pp | 69.9%-16.5pp |
| Annual return | -6.20% | 3.54%-9.7pp | 735.12%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $790 | $2,169-63.6% | $5,298-85.1% | $2,111-62.6% |
| Participant deferral / active EE | $2,518 | $2,392+5.3% | $5,081-50.4% | $3,350-24.8% |
| Admin fee / account holder | $21 | $438-95.2% | $13,411-99.8% | $521-96.0% |