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 FUNDS4 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 P.O. BOX 6040 · INDIANAPOLIS, IN 462402482 | Recordkeeping | $4,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,212 | $49,451-42.9% | $79,550-64.5% | $66,914-57.8% |
| Participation rate | 37.3% | 61.3%-24.1pp | 69.5%-32.2pp | 69.8%-32.5pp |
| Annual return | -18.50% | 84.25%-102.8pp | 0.16%-18.7pp | 1.58%-20.1pp |
| Employer contribution / active EE | $424 | $1,266-66.5% | $2,413-82.4% | $2,544-83.3% |
| Participant deferral / active EE | $2,406 | $3,159-23.8% | $3,985-39.6% | $4,237-43.2% |
| Admin fee / account holder | $53 | $595-91.1% | $6,832-99.2% | $593-91.0% |