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 CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,018 | $42,548-1.2% | $74,550-43.6% | $56,287-25.3% |
| Participation rate | 37.7% | 60.5%-22.8pp | 69.1%-31.4pp | 69.9%-32.1pp |
| Annual return | -3.90% | 12.40%-16.3pp | 32.53%-36.4pp | -9.96%+6.1pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,917 | $2,277-15.8% | $3,108-38.3% | $3,350-42.8% |
| Admin fee / account holder | $18 | $467-96.1% | $5,060-99.6% | $521-96.5% |