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 AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,014 | $46,360-22.3% | $147,614-75.6% | $52,331-31.2% |
| Participation rate | 29.1% | 64.9%-35.8pp | 84.6%-55.5pp | 68.1%-39.0pp |
| Annual return | 1.64% | 1.62%0pp | 61.98%-60.3pp | 4.54%-2.9pp |
| Employer contribution / active EE | $260 | $2,126-87.8% | $5,564-95.3% | $1,882-86.2% |
| Participant deferral / active EE | $1,212 | $2,258-46.3% | $4,895-75.2% | $3,022-59.9% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |