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 BANK AND TRUST COMPANY Service code 37 · EIN 95-6817943 | Loan Processing | $445 |
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.
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 | $13,775 | $55,453-75.2% | $170,442-91.9% | $62,292-77.9% |
| Participation rate | 42.6% | 66.4%-23.8pp | 83.6%-41.0pp | 69.5%-27.0pp |
| Annual return | 15.81% | 21.38%-5.6pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $410 | $2,164-81.0% | $5,433-92.4% | $2,042-79.9% |
| Participant deferral / active EE | $867 | $2,303-62.4% | $4,939-82.5% | $3,169-72.7% |
| Admin fee / account holder | $29 | $455-93.5% | $13,880-99.8% | $479-93.9% |