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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $8,000 |
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 | $17,060 | $39,898-57.2% | $121,196-85.9% | $55,725-69.4% |
| Participation rate | 41.3% | 61.2%-19.9pp | 71.7%-30.4pp | 70.9%-29.6pp |
| Annual return | -4.53% | -0.96%-3.6pp | 16.93%-21.5pp | 244.93%-249.5pp |
| Employer contribution / active EE | $545 | $1,295-57.9% | $4,022-86.4% | $2,078-73.8% |
| Participant deferral / active EE | $904 | $2,439-62.9% | $3,344-73.0% | $3,356-73.1% |
| Admin fee / account holder | $18 | $95-80.8% | $5,019-99.6% | $115-84.2% |