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 FUNDS1 year Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 28 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Investment Management | $19,692 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $5,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,647 | $58,577-75.0% | $83,333-82.4% | $64,186-77.2% |
| Participation rate | 40.6% | 72.0%-31.5pp | 77.8%-37.2pp | 69.6%-29.0pp |
| Annual return | -9.07% | 9.65%-18.7pp | 10.63%-19.7pp | 7.63%-16.7pp |
| Employer contribution / active EE | $5,895 | $2,098+180.9% | $3,379+74.5% | $2,381+147.6% |
| Participant deferral / active EE | $5,666 | $4,654+21.7% | $5,565+1.8% | $3,470+63.3% |
| Admin fee / account holder | $192 | $9,275-97.9% | $7,510-97.4% | $4,888-96.1% |