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 9-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 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $265 |
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 | $70,344 | $46,173+52.4% | $170,442-58.7% | $69,631+1.0% |
| Participation rate | 16.7% | 63.9%-47.2pp | 83.6%-66.9pp | 70.7%-54.0pp |
| Annual return | 19.87% | 21.62%-1.8pp | 205.93%-186.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $406 | $1,610-74.8% | $5,433-92.5% | $2,032-80.0% |
| Participant deferral / active EE | $1,093 | $2,080-47.5% | $4,939-77.9% | $3,224-66.1% |
| Admin fee / account holder | $2 | $116-98.1% | $13,880-100.0% | $110-98.0% |