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 BANK & TRUST Service code 37 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Loan Processing | $12,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,031 | $56,152-37.6% | $185,823-81.1% | $73,409-52.3% |
| Participation rate | 17.7% | 67.6%-49.9pp | 78.0%-60.4pp | 72.2%-54.5pp |
| Annual return | 15.14% | 17.59%-2.4pp | 35.95%-20.8pp | 59.29%-44.1pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $720 | $3,659-80.3% | $5,632-87.2% | $3,805-81.1% |
| Admin fee / account holder | $171 | $132+29.8% | $9,500-98.2% | $158+8.6% |