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 FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 · EIN 95-1411037 | Recordkeeping | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,100 | $77,634-81.8% | $156,549-91.0% | $62,891-77.6% |
| Participation rate | 45.0% | 71.2%-26.2pp | 84.0%-39.0pp | 69.3%-24.3pp |
| Annual return | 6.50% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,114 | $3,444-67.7% | $5,501-79.8% | $2,281-51.2% |
| Participant deferral / active EE | $1,710 | $3,045-43.9% | $4,871-64.9% | $3,203-46.6% |
| Admin fee / account holder | $34 | $5,561-99.4% | $13,027-99.7% | $4,296-99.2% |