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 AND MANANGEMENT CO Service code 25 · EIN 95-1411037 | Directed Trustee | $1,856 |
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 | $24,106 | $37,196-35.2% | $154,107-84.4% | $55,725-56.7% |
| Participation rate | 29.7% | 64.1%-34.4pp | 83.0%-53.3pp | 70.9%-41.2pp |
| Annual return | 6.22% | 1319.68%-1313.5pp | 735.12%-728.9pp | 244.93%-238.7pp |
| Employer contribution / active EE | $500 | $1,614-69.0% | $5,298-90.6% | $2,078-75.9% |
| Participant deferral / active EE | $863 | $2,068-58.3% | $5,081-83.0% | $3,356-74.3% |
| Admin fee / account holder | $7 | $102-92.7% | $13,411-99.9% | $115-93.6% |