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 FUNDS1 year Filed as: CAPITAL RESERACH AND MGMT CO Service code 12 · EIN 95-6817943 PO BOX 1148 · NORFOLK, VA 235011148 | Recordkeeping and information managem... | $105 |
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.
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 | $34,101 | $55,453-38.5% | $170,442-80.0% | $62,292-45.3% |
| Participation rate | 29.9% | 66.4%-36.4pp | 83.6%-53.7pp | 69.5%-39.6pp |
| Annual return | 17.49% | 21.38%-3.9pp | 205.93%-188.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $165 | $2,164-92.4% | $5,433-97.0% | $2,042-91.9% |
| Participant deferral / active EE | $752 | $2,303-67.3% | $4,939-84.8% | $3,169-76.3% |
| Admin fee / account holder | $2 | $455-99.5% | $13,880-100.0% | $479-99.5% |