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 |
|---|---|---|
Service code 13 600 S NICOLET RD · APPLETON, WI 54914 | Contract Administrator | $2,145 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,857 | $72,607-32.7% | $90,749-46.2% | $66,914-27.0% |
| Participation rate | 42.5% | 73.7%-31.2pp | 75.7%-33.2pp | 69.8%-27.4pp |
| Annual return | -22.00% | -12.28%-9.7pp | -12.16%-9.8pp | 1.58%-23.6pp |
| Employer contribution / active EE | $1,584 | $2,369-33.1% | $2,921-45.8% | $2,544-37.7% |
| Participant deferral / active EE | $2,289 | $3,977-42.4% | $4,564-49.8% | $4,237-46.0% |
| Admin fee / account holder | $9 | $707-98.7% | $8,445-99.9% | $593-98.4% |