See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 · EIN 95-6817943 12711 N MERIDIAN STREET · CARMEL, IN 462066040 | Recordkeeping Fees | $75 |
RBC WEALTH MANAGEMENT5 years Service code 27 60 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,854 | $77,660-7.5% | $109,143-34.2% | $79,386-9.5% |
| Participation rate | 38.5% | 67.8%-29.3pp | 75.9%-37.4pp | 70.7%-32.2pp |
| Annual return | 16.60% | 23.44%-6.8pp | 25.75%-9.1pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,463 | $2,797-47.7% | $3,722-60.7% | $2,427-39.7% |
| Participant deferral / active EE | $2,598 | $3,518-26.1% | $4,653-44.2% | $4,046-35.8% |
| Admin fee / account holder | $14 | $732-98.1% | $6,752-99.8% | $626-97.8% |