See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Consulting (general); Participant loa... | $550 |
Service code 13 · EIN 68-0005489 1320 HARBOR BAY PARKWAY · ALAMEDA, CA 94502 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,399 | $49,138+10.7% | $84,015-35.3% | $65,185-16.5% |
| Participation rate | 48.2% | 60.7%-12.5pp | 69.0%-20.8pp | 70.2%-22.0pp |
| Annual return | 23.44% | 23.00%+0.4pp | 71.31%-47.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $590 | $914-35.5% | $1,983-70.3% | $2,177-72.9% |
| Participant deferral / active EE | $2,977 | $2,397+24.2% | $3,239-8.1% | $3,514-15.3% |
| Admin fee / account holder | $4 | $543-99.2% | $6,101-99.9% | $847-99.5% |