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 Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,588 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,390 | $60,349-16.5% | $74,183-32.1% | $62,891-19.9% |
| Participation rate | 94.4% | 72.7%+21.7pp | 76.6%+17.8pp | 69.3%+25.1pp |
| Annual return | 6.32% | 21.37%-15.1pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,265 | $1,680-24.7% | $2,370-46.6% | $2,281-44.5% |
| Participant deferral / active EE | $4,109 | $2,856+43.9% | $3,550+15.8% | $3,203+28.3% |
| Admin fee / account holder | $15 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |