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 FUNDS3+ 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.
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 | $14,349 | $42,383-66.1% | $76,523-81.2% | $64,186-77.6% |
| Participation rate | 24.3% | 58.1%-33.9pp | 68.0%-43.7pp | 69.6%-45.3pp |
| Annual return | -4.25% | -16.54%+12.3pp | -0.27%-4.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,379 | $2,566-46.3% | $3,835-64.0% | $3,470-60.3% |
| Admin fee / account holder | $77 | $3,198-97.6% | $4,848-98.4% | $4,888-98.4% |