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 FUNDS7 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Claims processing; Contract Administr... | $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 | $31,171 | $56,423-44.8% | $77,163-59.6% | $71,457-56.4% |
| Participation rate | 96.9% | 64.3%+32.6pp | 69.6%+27.4pp | 67.9%+29.0pp |
| Annual return | 16.27% | 19.05%-2.8pp | 37.87%-21.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,135 | $1,866+14.4% | $2,535-15.8% | $2,588-17.5% |
| Participant deferral / active EE | $2,314 | $3,142-26.3% | $3,833-39.6% | $4,289-46.0% |
| Admin fee / account holder | $4 | $1,429-99.7% | $5,472-99.9% | $1,587-99.7% |