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 8-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 FUNDS1 year Filed as: CAPITAL GROUP Service code 15 · EIN 95-6817943 PO BOX 6007 · INDIANAPOLIS, IN 462066007 | Recordkeeping | $12,610 |
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 | $12,171 | $45,863-73.5% | $77,024-84.2% | $68,494-82.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -18.35% | 1.72%-20.1pp | 42.32%-60.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,426 | $1,650+107.7% | $2,812+21.8% | $2,596+32.0% |
| Participant deferral / active EE | $2,455 | $2,962-17.1% | $4,426-44.5% | $4,027-39.1% |
| Admin fee / account holder | $111 | $3,041-96.3% | $5,425-98.0% | $5,403-97.9% |