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 FUNDS1 year Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $26,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,936 | $100,801-50.5% | $149,696-66.6% | $73,409-32.0% |
| Participation rate | 63.6% | 77.7%-14.1pp | 82.5%-18.9pp | 72.2%-8.6pp |
| Annual return | 21.03% | 265.34%-244.3pp | 276.60%-255.6pp | 59.29%-38.3pp |
| Employer contribution / active EE | $280 | $3,312-91.5% | $4,644-94.0% | $2,234-87.5% |
| Participant deferral / active EE | $5,314 | $6,404-17.0% | $6,842-22.3% | $3,805+39.7% |
| Admin fee / account holder | $167 | $181-7.8% | $9,309-98.2% | $158+5.6% |