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 | $1,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,940 | $68,408+40.2% | $57,179+67.8% | $57,658+66.4% |
| Participation rate | 46.1% | 79.1%-33.0pp | 75.3%-29.2pp | 70.2%-24.1pp |
| Annual return | 7.92% | 8.51%-0.6pp | 14.59%-6.7pp | 5.13%+2.8pp |
| Employer contribution / active EE | $814 | $2,869-71.6% | $2,682-69.7% | $1,974-58.8% |
| Participant deferral / active EE | $2,891 | $2,903-0.4% | $3,096-6.6% | $3,061-5.5% |
| Admin fee / account holder | $13 | $70-80.8% | $3,139-99.6% | $95-85.9% |