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 | $807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $45,131 | $35,485+27.2% | $74,550-39.5% | $55,725-19.0% |
| Participation rate | 26.4% | 62.5%-36.1pp | 69.1%-42.8pp | 70.9%-44.5pp |
| Annual return | 8.24% | 0.72%+7.5pp | 32.53%-24.3pp | 244.93%-236.7pp |
| Employer contribution / active EE | $643 | $777-17.2% | $1,961-67.2% | $2,078-69.0% |
| Participant deferral / active EE | $928 | $2,181-57.5% | $3,108-70.2% | $3,356-72.4% |
| Admin fee / account holder | $9 | $114-91.9% | $5,060-99.8% | $115-91.9% |