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 FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-6817943 | Recordkeeping | $560 |
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 | $15,665 | $36,767-57.4% | $81,478-80.8% | $62,292-74.9% |
| Participation rate | 52.9% | 54.4%-1.6pp | 68.0%-15.1pp | 69.5%-16.7pp |
| Annual return | 57.35% | 173.80%-116.4pp | 38.78%+18.6pp | 28.90%+28.5pp |
| Employer contribution / active EE | $245 | $1,128-78.3% | $2,568-90.5% | $2,042-88.0% |
| Participant deferral / active EE | $1,414 | $2,111-33.0% | $3,537-60.0% | $3,169-55.4% |
| Admin fee / account holder | $18 | $797-97.7% | $4,561-99.6% | $479-96.2% |