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 9-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 AND MANAGEMENT CO. Service code 15 RETIREMENT PLAN SERVICES DIVISION · LOS ANGELES, CA 90071 | Recordkeeping | $6,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,212 | $23,224-77.6% | $71,086-92.7% | $55,725-90.6% |
| Participation rate | 53.4% | 37.9%+15.5pp | 54.7%-1.3pp | 70.9%-17.5pp |
| Annual return | 25.56% | -2.87%+28.4pp | 650.59%-625.0pp | 244.93%-219.4pp |
| Employer contribution / active EE | $655 | $436+50.2% | $1,088-39.7% | $2,078-68.5% |
| Participant deferral / active EE | $1,025 | $929+10.3% | $1,874-45.3% | $3,356-69.5% |
| Admin fee / account holder | $23 | $118-80.8% | $3,082-99.3% | $115-80.3% |