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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $8,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,991 | $45,324-58.1% | $122,332-84.5% | $69,631-72.7% |
| Participation rate | 43.8% | 59.9%-16.2pp | 71.6%-27.8pp | 70.7%-26.9pp |
| Annual return | 18.32% | 25.35%-7.0pp | 30.27%-12.0pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $567 | $1,230-53.9% | $4,050-86.0% | $2,032-72.1% |
| Participant deferral / active EE | $939 | $2,367-60.3% | $3,287-71.4% | $3,224-70.9% |
| Admin fee / account holder | $21 | $87-75.9% | $5,478-99.6% | $110-81.0% |