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 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,647 | $52,639+138.7% | $185,117-32.1% | $62,292+101.7% |
| Participation rate | 63.0% | 63.9%-0.9pp | 77.3%-14.3pp | 69.5%-6.6pp |
| Annual return | 16.95% | 19.57%-2.6pp | 40.50%-23.5pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,615 | $1,483+9.0% | $4,182-61.4% | $2,042-20.9% |
| Participant deferral / active EE | $6,482 | $3,097+109.3% | $5,045+28.5% | $3,169+104.5% |
| Admin fee / account holder | $42 | $374-88.6% | $8,159-99.5% | $479-91.1% |