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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27,765 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INVESTMENT Service code 26 · EIN 46-4255096 | Advisory (Participants) | $11,575 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,749 | $101,317-78.5% | $146,958-85.2% | $74,495-70.8% |
| Participation rate | 73.4% | 75.5%-2.1pp | 82.2%-8.8pp | 67.2%+6.2pp |
| Annual return | 11.48% | 8730.91%-8719.4pp | 418.34%-406.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,293 | $3,810-66.1% | $4,933-73.8% | $2,623-50.7% |
| Participant deferral / active EE | $1,637 | $7,303-77.6% | $8,070-79.7% | $4,346-62.3% |
| Admin fee / account holder | $278 | $1,739-84.0% | $12,998-97.9% | $1,942-85.7% |