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 8-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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 28 RETIREMENT PLAN SERVICES · LOS ANGELES, CA 90071 | Investment Management | $650 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 19 333 S HOPE STREET, 5TH FLOOR · LOS ANGELES, CA 90071 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,071 | $73,823-59.3% | $379,746-92.1% | $73,488-59.1% |
| Participation rate | 27.4% | 73.1%-45.8pp | 78.4%-51.1pp | 70.7%-43.3pp |
| Annual return | 23.56% | 29.06%-5.5pp | 34.90%-11.3pp | 28.51%-5.0pp |
| Employer contribution / active EE | $830 | $2,472-66.4% | $3,540-76.6% | $2,270-63.4% |
| Participant deferral / active EE | $1,805 | $4,038-55.3% | $6,024-70.0% | $3,740-51.7% |
| Admin fee / account holder | $16 | $607-97.4% | $7,927-99.8% | $513-96.9% |