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 | $721 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,300 | $306,927-96.6% | $156,549-93.4% | - |
| Participation rate | 90.9% | 59.9%+31.0pp | 84.0%+6.9pp | - |
| Annual return | 6.36% | 1.08%+5.3pp | 32.23%-25.9pp | - |
| Employer contribution / active EE | $0 | $1,481-100.0% | $5,501-100.0% | - |
| Participant deferral / active EE | $901 | $1,779-49.3% | $4,871-81.5% | - |
| Admin fee / account holder | $4 | $73,834-100.0% | $13,027-100.0% | - |