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 FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,630 | $46,297-27.4% | $71,671-53.1% | $62,292-46.0% |
| Participation rate | 46.5% | 60.6%-14.1pp | 68.7%-22.3pp | 69.5%-23.0pp |
| Annual return | 13.44% | 22.32%-8.9pp | 20.65%-7.2pp | 28.90%-15.5pp |
| Employer contribution / active EE | $612 | $1,412-56.7% | $2,460-75.1% | $2,042-70.0% |
| Participant deferral / active EE | $1,629 | $2,235-27.1% | $3,438-52.6% | $3,169-48.6% |
| Admin fee / account holder | $82 | $461-82.3% | $5,558-98.5% | $479-82.9% |