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 FUNDS2 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $955 |
Service code 63 · EIN 52-2114207 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,312 | $65,061-58.0% | $143,757-81.0% | $66,914-59.2% |
| Participation rate | 35.8% | 65.2%-29.4pp | 80.3%-44.5pp | 69.8%-34.0pp |
| Annual return | -17.56% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $826 | $2,361-65.0% | $4,951-83.3% | $2,544-67.5% |
| Participant deferral / active EE | $1,658 | $2,919-43.2% | $5,637-70.6% | $4,237-60.9% |
| Admin fee / account holder | $7 | $502-98.6% | $14,673-100.0% | $593-98.8% |