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 FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $40,716 | $63,299-35.7% | $91,001-55.3% | $62,292-34.6% |
| Participation rate | 50.0% | 73.3%-23.3pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 17.21% | 20.99%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,494 | $2,943-15.2% | $3,547-29.7% | $3,169-21.3% |
| Admin fee / account holder | $6 | $468-98.8% | $5,417-99.9% | $479-98.8% |