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 & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,753 | $32,425+7.2% | $74,583-53.4% | $55,167-37.0% |
| Participation rate | 93.8% | 54.0%+39.8pp | 68.1%+25.7pp | 69.0%+24.9pp |
| Annual return | 8.77% | 10.63%-1.9pp | 20.47%-11.7pp | 169.23%-160.5pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,936 | $1,995+47.2% | $3,458-15.1% | $3,054-3.9% |
| Admin fee / account holder | $15 | $748-98.0% | $4,138-99.6% | $504-97.0% |