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 | $500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,315 | $42,546-64.0% | $71,796-78.7% | $55,167-72.2% |
| Participation rate | 44.6% | 59.1%-14.5pp | 69.1%-24.5pp | 69.0%-24.4pp |
| Annual return | 6.87% | 12.36%-5.5pp | 78.04%-71.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $162 | $803-79.9% | $1,924-91.6% | $1,963-91.8% |
| Participant deferral / active EE | $1,039 | $2,064-49.7% | $2,794-62.8% | $3,054-66.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |