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 8-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 Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $413 |
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 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 | $65,012 | $57,108+13.8% | $94,224-31.0% | $52,331+24.2% |
| Participation rate | 29.9% | 72.9%-43.0pp | 78.8%-48.8pp | 68.1%-38.2pp |
| Annual return | 0.48% | 1.47%-1.0pp | 10.68%-10.2pp | 4.54%-4.1pp |
| Employer contribution / active EE | $514 | $1,735-70.4% | $3,587-85.7% | $1,882-72.7% |
| Participant deferral / active EE | $1,406 | $3,040-53.8% | $4,320-67.5% | $3,022-53.5% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |