See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8+ years Filed as: WEALTHHARBOR CAPITAL GROUP Service code 51 · EIN 72-1442258 433 METAIRIE ROAD, SUITE 500 · METAIRIE, LA 70005 | Investment Mgmt Fees | $51,120 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,705 | $63,442-1.2% | $68,791-8.8% | $66,914-6.3% |
| Participation rate | 59.6% | 60.0%-0.4pp | 69.0%-9.4pp | 69.8%-10.2pp |
| Annual return | -11.32% | -8.29%-3.0pp | -6.38%-4.9pp | 1.58%-12.9pp |
| Employer contribution / active EE | $570 | $1,775-67.9% | $2,655-78.5% | $2,544-77.6% |
| Participant deferral / active EE | $2,355 | $2,945-20.0% | $3,941-40.2% | $4,237-44.4% |
| Admin fee / account holder | $538 | $577-6.8% | $4,932-89.1% | $593-9.3% |