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 | $4,516 |
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 | $37,781 | $63,299-40.3% | $91,001-58.5% | $62,292-39.3% |
| Participation rate | 54.5% | 73.3%-18.8pp | 75.6%-21.1pp | 69.5%-15.0pp |
| Annual return | 15.32% | 20.99%-5.7pp | 4.60%+10.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $502 | $1,807-72.2% | $2,456-79.5% | $2,042-75.4% |
| Participant deferral / active EE | $2,353 | $2,943-20.0% | $3,547-33.7% | $3,169-25.8% |
| Admin fee / account holder | $51 | $468-89.1% | $5,417-99.1% | $479-89.4% |