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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.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720B ROCKLEDGE DR · BETHESDA, MD 20817 | Advisory (Plan) | $22,284 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $9,305 |
Annual investment return 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 | $33,418 | $102,317-67.3% | $146,958-77.3% | $80,856-58.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.45% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $4,648 | $3,713+25.2% | $4,933-5.8% | $2,755+68.7% |
| Participant deferral / active EE | $9,231 | $6,644+38.9% | $8,070+14.4% | $4,296+114.9% |
| Admin fee / account holder | $268 | $7,941-96.6% | $12,998-97.9% | $6,918-96.1% |