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 FUNDS1+ years Filed as: AMERICAN FUNDS RECORD KEEPER Service code 15 12711 N. MERIDIAN ST. · CARMEL, ID 460329181 | Recordkeeping | $3,470 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,784 | $46,360+22.5% | $147,614-61.5% | $52,331+8.5% |
| Participation rate | 83.7% | 64.9%+18.8pp | 84.6%-0.9pp | 68.1%+15.6pp |
| Annual return | 1.02% | 1.62%-0.6pp | 61.98%-61.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,595 | $2,126-25.0% | $5,564-71.3% | $1,882-15.3% |
| Participant deferral / active EE | $3,664 | $2,258+62.3% | $4,895-25.1% | $3,022+21.3% |
| Admin fee / account holder | $15 | $766-98.1% | $11,611-99.9% | $592-97.5% |