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 FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $4,230 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,981 | $55,453-31.5% | $170,442-77.7% | $62,292-39.0% |
| Participation rate | 33.6% | 66.4%-32.8pp | 83.6%-50.0pp | 69.5%-36.0pp |
| Annual return | 21.25% | 21.38%-0.1pp | 205.93%-184.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $331 | $2,164-84.7% | $5,433-93.9% | $2,042-83.8% |
| Participant deferral / active EE | $515 | $2,303-77.6% | $4,939-89.6% | $3,169-83.7% |
| Admin fee / account holder | $72 | $455-84.2% | $13,880-99.5% | $479-85.0% |