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 FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 · EIN 95-1411037 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $782 |
AMERICAN FUNDS2+ years Filed as: CAPITAL BANK AND TRUST Service code 18 · EIN 95-6817943 PO BOX 6040 · INDIANAPOLIS, IN 46206 | Float revenue; Custodial (other than ... | $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 | $12,456 | $62,928-80.2% | $172,739-92.8% | $67,579-81.6% |
| Participation rate | 54.4% | 64.5%-10.0pp | 82.6%-28.2pp | 71.3%-16.9pp |
| Annual return | 20.26% | 30.36%-10.1pp | 802.84%-782.6pp | 378.56%-358.3pp |
| Employer contribution / active EE | $782 | $1,636-52.2% | $5,143-84.8% | $2,148-63.6% |
| Participant deferral / active EE | $2,062 | $2,145-3.9% | $5,198-60.3% | $3,539-41.7% |
| Admin fee / account holder | $16 | $167-90.1% | $13,954-99.9% | $142-88.5% |