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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,726 |
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 | $40,011 | $33,067+21.0% | $76,523-47.7% | $56,287-28.9% |
| Participation rate | 97.6% | 55.4%+42.2pp | 68.0%+29.6pp | 69.9%+27.8pp |
| Annual return | -1.49% | 2.72%-4.2pp | -0.27%-1.2pp | -9.96%+8.5pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,116 | $2,240+83.7% | $3,835+7.3% | $3,350+22.9% |
| Admin fee / account holder | $19 | $537-96.5% | $4,848-99.6% | $521-96.3% |