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 Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 · EIN 95-1411037 | Recordkeeping | $2,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,696 | $55,453-69.9% | $170,442-90.2% | $62,292-73.2% |
| Participation rate | 53.4% | 66.4%-12.9pp | 83.6%-30.1pp | 69.5%-16.1pp |
| Annual return | 17.34% | 21.38%-4.0pp | 205.93%-188.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $704 | $2,164-67.4% | $5,433-87.0% | $2,042-65.5% |
| Participant deferral / active EE | $346 | $2,303-85.0% | $4,939-93.0% | $3,169-89.1% |
| Admin fee / account holder | $45 | $455-90.0% | $13,880-99.7% | $479-90.5% |