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: AMERICAN FUNDS RECORD KEEPER Service code 15 12711 N. MERIDIAN ST. · CARMEL, ID 460329181 | Recordkeeping | $3,710 |
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 | $65,279 | $47,977+36.1% | $154,107-57.6% | $56,287+16.0% |
| Participation rate | 82.7% | 66.2%+16.5pp | 83.0%-0.3pp | 69.9%+12.9pp |
| Annual return | -4.83% | 3.54%-8.4pp | 735.12%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,902 | $2,169-12.3% | $5,298-64.1% | $2,111-9.9% |
| Participant deferral / active EE | $4,148 | $2,392+73.4% | $5,081-18.4% | $3,350+23.8% |
| Admin fee / account holder | $14 | $438-96.8% | $13,411-99.9% | $521-97.3% |