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 FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
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 | $63,681 | $58,879+8.2% | $178,490-64.3% | $73,488-13.3% |
| Participation rate | 26.3% | 66.2%-39.9pp | 81.9%-55.6pp | 70.7%-44.4pp |
| Annual return | 20.47% | 24.86%-4.4pp | 151.07%-130.6pp | 28.51%-8.0pp |
| Employer contribution / active EE | $563 | $2,236-74.8% | $5,011-88.8% | $2,270-75.2% |
| Participant deferral / active EE | $1,577 | $2,567-38.6% | $5,202-69.7% | $3,740-57.8% |
| Admin fee / account holder | $277 | $400-30.9% | $13,984-98.0% | $513-46.1% |