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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $25 |
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 | $62,563 | $33,067+89.2% | $76,523-18.2% | $56,287+11.2% |
| Participation rate | 5.6% | 55.4%-49.8pp | 68.0%-62.4pp | 69.9%-64.3pp |
| Annual return | -4.73% | 2.72%-7.4pp | -0.27%-4.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $257 | $1,200-78.6% | $2,647-90.3% | $2,111-87.8% |
| Participant deferral / active EE | $460 | $2,240-79.5% | $3,835-88.0% | $3,350-86.3% |
| Admin fee / account holder | $8 | $537-98.6% | $4,848-99.8% | $521-98.5% |