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 FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT Service code 64 · EIN 95-1411037 COMPANY, INC · LOS ANGELES, CA 90071 | Recordkeeping Fees | $838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,512 | $54,045-47.2% | $115,157-75.2% | $65,185-56.3% |
| Participation rate | 53.5% | 63.5%-10.0pp | 75.9%-22.4pp | 70.2%-16.7pp |
| Annual return | 20.10% | 26.55%-6.4pp | 35.60%-15.5pp | 29.38%-9.3pp |
| Employer contribution / active EE | $890 | $1,653-46.2% | $3,179-72.0% | $2,177-59.1% |
| Participant deferral / active EE | $1,373 | $2,504-45.2% | $4,168-67.1% | $3,514-60.9% |
| Admin fee / account holder | $24 | $626-96.2% | $7,088-99.7% | $847-97.2% |