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 FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $772 |
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 | $41,982 | $58,083-27.7% | $80,019-47.5% | $56,287-25.4% |
| Participation rate | 44.7% | 73.6%-28.9pp | 75.8%-31.1pp | 69.9%-25.1pp |
| Annual return | -2.82% | 34.61%-37.4pp | 11.22%-14.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,731 | $3,135-12.9% | $3,686-25.9% | $3,350-18.5% |
| Admin fee / account holder | $9 | $623-98.5% | $6,521-99.9% | $521-98.2% |