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 95-6847943 | Recordkeeping | $330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,067 | $47,977-47.8% | $154,107-83.7% | $56,287-55.5% |
| Participation rate | 24.0% | 66.2%-42.2pp | 83.0%-59.0pp | 69.9%-45.9pp |
| Annual return | -5.62% | 3.54%-9.2pp | 735.12%-740.7pp | -9.96%+4.3pp |
| Employer contribution / active EE | $71 | $2,169-96.7% | $5,298-98.7% | $2,111-96.7% |
| Participant deferral / active EE | $881 | $2,392-63.1% | $5,081-82.7% | $3,350-73.7% |
| Admin fee / account holder | $10 | $438-97.6% | $13,411-99.9% | $521-98.0% |