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 AND MANAGEMENT CO Service code 15 · EIN 95-6847943 | Recordkeeping | $375 |
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 | $34,893 | $52,953-34.1% | $172,739-79.8% | $65,185-46.5% |
| Participation rate | 20.4% | 66.2%-45.8pp | 82.6%-62.2pp | 70.2%-49.8pp |
| Annual return | 21.24% | 30.12%-8.9pp | 802.84%-781.6pp | 29.38%-8.1pp |
| Employer contribution / active EE | $92 | $2,190-95.8% | $5,143-98.2% | $2,177-95.8% |
| Participant deferral / active EE | $943 | $2,471-61.8% | $5,198-81.9% | $3,514-73.2% |
| Admin fee / account holder | $33 | $472-93.1% | $13,954-99.8% | $847-96.1% |