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 RESEACH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,722 | $28,416+117.2% | $73,545-16.1% | $69,631-11.4% |
| Participation rate | 8.3% | 38.3%-30.0pp | 54.9%-46.6pp | 70.7%-62.4pp |
| Annual return | 19.69% | -694.13%+713.8pp | -15.16%+34.9pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $462 | $430+7.2% | $1,219-62.1% | $2,032-77.3% |
| Participant deferral / active EE | $479 | $897-46.6% | $1,806-73.5% | $3,224-85.1% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |