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 FUNDS3 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $2,593 |
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.
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 | $22,989 | $61,272-62.5% | $149,673-84.6% | $71,457-67.8% |
| Participation rate | 48.6% | 62.5%-13.9pp | 78.8%-30.2pp | 67.9%-19.3pp |
| Annual return | 22.13% | 35.85%-13.7pp | 134.42%-112.3pp | 28.85%-6.7pp |
| Employer contribution / active EE | $662 | $2,378-72.2% | $4,818-86.3% | $2,588-74.4% |
| Participant deferral / active EE | $1,595 | $2,917-45.3% | $5,680-71.9% | $4,289-62.8% |
| Admin fee / account holder | $12 | $1,261-99.1% | $13,210-99.9% | $1,587-99.3% |