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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $969 |
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 | $133,638 | $56,199+137.8% | $67,652+97.5% | $59,632+124.1% |
| Participation rate | 44.7% | 71.5%-26.8pp | 75.7%-31.0pp | 68.7%-24.0pp |
| Annual return | 0.28% | 18505.31%-18505.0pp | 6625.04%-6624.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,793 | $1,614+11.1% | $2,266-20.8% | $2,203-18.6% |
| Participant deferral / active EE | $2,629 | $2,844-7.6% | $3,560-26.2% | $3,192-17.6% |
| Admin fee / account holder | $16 | $3,958-99.6% | $4,821-99.7% | $4,297-99.6% |