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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,430 | $73,102-26.9% | $123,544-56.8% | $56,287-5.1% |
| Participation rate | 58.0% | 74.3%-16.3pp | 82.3%-24.3pp | 69.9%-11.9pp |
| Annual return | 18.11% | 3.01%+15.1pp | 119.20%-101.1pp | -9.96%+28.1pp |
| Employer contribution / active EE | $7,271 | $2,977+144.3% | $4,628+57.1% | $2,111+244.4% |
| Participant deferral / active EE | $6,937 | $5,423+27.9% | $6,426+8.0% | $3,350+107.1% |
| Admin fee / account holder | $9 | $554-98.4% | $9,284-99.9% | $521-98.3% |