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 13 · EIN 23-3038464 | Contract Administrator | $21,295 |
AMERICAN FUNDS2 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 28 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Investment Management | $16,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,910 | $63,355-54.4% | $91,989-68.6% | $72,985-60.4% |
| Participation rate | 61.4% | 72.5%-11.2pp | 78.6%-17.3pp | 69.5%-8.1pp |
| Annual return | 19.78% | 35.35%-15.6pp | 69.02%-49.2pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,922 | $2,116+38.1% | $3,452-15.3% | $2,440+19.8% |
| Participant deferral / active EE | $5,303 | $4,883+8.6% | $5,923-10.5% | $3,607+47.0% |
| Admin fee / account holder | $429 | $4,668-90.8% | $7,743-94.5% | $5,124-91.6% |