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 15 · EIN 95-1411037 | Recordkeeping | $75 |
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 | $79,010 | $36,767+114.9% | $81,478-3.0% | $62,292+26.8% |
| Participation rate | 8.9% | 54.4%-45.6pp | 68.0%-59.1pp | 69.5%-60.6pp |
| Annual return | 16.84% | 173.80%-157.0pp | 38.78%-21.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $370 | $1,128-67.2% | $2,568-85.6% | $2,042-81.9% |
| Participant deferral / active EE | $618 | $2,111-70.7% | $3,537-82.5% | $3,169-80.5% |
| Admin fee / account holder | $20 | $797-97.5% | $4,561-99.6% | $479-95.8% |