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 | $31,165 |
Service code 27 DBA INDEPENDENCE SQUARE · PHILADELPHIA, PA 19103 | Advisory (Plan) | $16,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $36,973 | $71,666-48.4% | $117,854-68.6% | $69,631-46.9% |
| Participation rate | 69.6% | 77.5%-8.0pp | 79.7%-10.1pp | 70.7%-1.1pp |
| Annual return | 21.04% | 18.86%+2.2pp | 335.08%-314.0pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $1,252 | $1,889-33.7% | $3,786-66.9% | $2,032-38.4% |
| Participant deferral / active EE | $1,722 | $3,340-48.4% | $4,482-61.6% | $3,224-46.6% |
| Admin fee / account holder | $105 | $120-12.4% | $8,020-98.7% | $110-4.6% |