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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 FUNDS9+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-1411037 3500 WISEMAN BLVD · SAN ANTONIO, TX 78251 | Recordkeeping | $3,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,026 | $72,994-71.2% | $120,354-82.5% | $77,643-72.9% |
| Participation rate | 46.0% | 55.2%-9.2pp | 71.9%-25.9pp | 70.6%-24.6pp |
| Annual return | 14.30% | 18.23%-3.9pp | 107.15%-92.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $853 | $1,793-52.5% | $3,463-75.4% | $2,726-68.7% |
| Participant deferral / active EE | $1,808 | $3,011-40.0% | $4,991-63.8% | $4,647-61.1% |
| Admin fee / account holder | $11 | $658-98.3% | $9,423-99.9% | $430-97.4% |