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+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,348 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,530 | $39,245-60.4% | $64,105-75.8% | $52,331-70.3% |
| Participation rate | 82.1% | 58.2%+23.8pp | 68.2%+13.9pp | 68.1%+13.9pp |
| Annual return | 3.47% | 14.79%-11.3pp | 791.24%-787.8pp | 4.54%-1.1pp |
| Employer contribution / active EE | $449 | $736-39.0% | $1,820-75.3% | $1,882-76.1% |
| Participant deferral / active EE | $1,154 | $1,992-42.1% | $2,822-59.1% | $3,022-61.8% |
| Admin fee / account holder | $8 | $592-98.7% | $4,499-99.8% | $592-98.7% |