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 FUNDS5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,026 | $61,156+1.4% | $185,823-66.6% | $79,386-21.9% |
| Participation rate | 28.7% | 66.6%-37.9pp | 81.7%-53.0pp | 70.7%-42.0pp |
| Annual return | 13.83% | 19.45%-5.6pp | 122.05%-108.2pp | 116.85%-103.0pp |
| Employer contribution / active EE | $537 | $2,321-76.9% | $5,167-89.6% | $2,427-77.9% |
| Participant deferral / active EE | $1,669 | $2,789-40.1% | $5,568-70.0% | $4,046-58.7% |
| Admin fee / account holder | $235 | $710-66.8% | $16,237-98.6% | $626-62.4% |