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 FUNDS1+ years Service code 28 · EIN 95-6817943 | Investment Management | $82 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,662 | $52,467-56.8% | $57,179-60.4% | $55,167-58.9% |
| Participation rate | 73.7% | 75.8%-2.1pp | 75.3%-1.6pp | 69.0%+4.7pp |
| Annual return | -0.39% | 7.72%-8.1pp | 14.59%-15.0pp | 169.23%-169.6pp |
| Employer contribution / active EE | $1,611 | $2,477-35.0% | $2,682-39.9% | $1,963-17.9% |
| Participant deferral / active EE | $4,284 | $2,830+51.4% | $3,096+38.4% | $3,054+40.3% |
| Admin fee / account holder | $153 | $269-43.2% | $3,139-95.1% | $504-69.7% |