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 COM Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $7,169 |
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 | $42,599 | $52,293-18.5% | $178,490-76.1% | $73,409-42.0% |
| Participation rate | 52.7% | 65.3%-12.6pp | 81.9%-29.2pp | 72.2%-19.4pp |
| Annual return | 17.93% | 34.75%-16.8pp | 151.07%-133.1pp | 59.29%-41.4pp |
| Employer contribution / active EE | $632 | $1,735-63.6% | $5,011-87.4% | $2,234-71.7% |
| Participant deferral / active EE | $1,037 | $2,332-55.5% | $5,202-80.1% | $3,805-72.8% |
| Admin fee / account holder | $50 | $127-60.9% | $13,984-99.6% | $158-68.5% |