See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 · EIN 95-1411037 | Recordkeeping | $0 |
MILLIMAN, INC.10+ years Service code 16 · EIN 91-0675641 | Consulting | $0 |
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 | $192,181 | $80,724+138.1% | $103,333+86.0% | $74,495+158.0% |
| Participation rate | 38.8% | 65.7%-26.9pp | 74.5%-35.7pp | 67.2%-28.4pp |
| Annual return | 19.18% | 27.56%-8.4pp | 24.88%-5.7pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $2,030 | $3,157-35.7% | $3,868-47.5% | $2,623-22.6% |
| Participant deferral / active EE | $3,223 | $3,860-16.5% | $5,057-36.3% | $4,346-25.8% |
| Admin fee / account holder | $18 | $2,368-99.2% | $8,355-99.8% | $1,942-99.1% |