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 9-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 FUNDS6 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping fees; Recordkeeping and... | $925 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,853 | $50,199-50.5% | $70,092-64.5% | $66,914-62.9% |
| Participation rate | 95.6% | 66.3%+29.2pp | 70.5%+25.1pp | 69.8%+25.8pp |
| Annual return | -13.84% | -13.85%0pp | 190.73%-204.6pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,986 | $1,864+6.6% | $2,559-22.4% | $2,544-21.9% |
| Participant deferral / active EE | $2,103 | $3,112-32.4% | $3,849-45.4% | $4,237-50.4% |
| Admin fee / account holder | $4 | $600-99.4% | $6,267-99.9% | $593-99.3% |