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 FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $4,610 |
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 | $32,906 | $47,977-31.4% | $154,107-78.6% | $56,287-41.5% |
| Participation rate | 35.8% | 66.2%-30.4pp | 83.0%-47.2pp | 69.9%-34.0pp |
| Annual return | -5.16% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $349 | $2,169-83.9% | $5,298-93.4% | $2,111-83.5% |
| Participant deferral / active EE | $556 | $2,392-76.7% | $5,081-89.0% | $3,350-83.4% |
| Admin fee / account holder | $76 | $438-82.8% | $13,411-99.4% | $521-85.5% |