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+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $198,010 | $57,108+246.7% | $94,224+110.1% | $52,331+278.4% |
| Participation rate | 92.9% | 72.9%+19.9pp | 78.8%+14.1pp | 68.1%+24.8pp |
| Annual return | 0.61% | 1.47%-0.9pp | 10.68%-10.1pp | 4.54%-3.9pp |
| Employer contribution / active EE | $12,805 | $1,735+637.9% | $3,587+257.0% | $1,882+580.5% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $321 | $546-41.2% | $6,269-94.9% | $592-45.7% |