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 FUNDS8 years Filed as: CAPITAL RESEARCH AND MANAGMENT Service code 15 PO BOX 6040 · INDIANAPOLIS, IN 46206 | Recordkeeping | $4,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,905 | $60,323-50.4% | $81,812-63.4% | $74,495-59.9% |
| Participation rate | 41.3% | 62.9%-21.6pp | 72.3%-31.1pp | 67.2%-25.9pp |
| Annual return | 15.15% | 16.90%-1.8pp | 773.79%-758.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $348 | $2,620-86.7% | $2,912-88.0% | $2,623-86.7% |
| Participant deferral / active EE | $2,405 | $3,387-29.0% | $4,319-44.3% | $4,346-44.6% |
| Admin fee / account holder | $39 | $1,486-97.4% | $7,386-99.5% | $1,942-98.0% |