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 FUNDS2+ years Service code 15 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, CA 462066040 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,693 | $47,848-69.3% | $81,478-82.0% | $70,131-79.0% |
| Participation rate | 28.9% | 58.3%-29.4pp | 68.0%-39.0pp | 69.5%-40.6pp |
| Annual return | 20.07% | 27.25%-7.2pp | 38.78%-18.7pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,955 | $2,453-20.3% | $3,537-44.7% | $3,332-41.3% |
| Admin fee / account holder | $32 | $3,145-99.0% | $4,561-99.3% | $4,645-99.3% |