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 6-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 CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,749 |
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 | $17,709 | $46,173-61.6% | $170,442-89.6% | $69,631-74.6% |
| Participation rate | 67.8% | 63.9%+3.9pp | 83.6%-15.8pp | 70.7%-2.8pp |
| Annual return | 17.44% | 21.62%-4.2pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $686 | $1,610-57.4% | $5,433-87.4% | $2,032-66.2% |
| Participant deferral / active EE | $814 | $2,080-60.8% | $4,939-83.5% | $3,224-74.7% |
| Admin fee / account holder | $8 | $116-93.3% | $13,880-99.9% | $110-93.0% |