Filed January 15, 2021
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+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $49,481 | $50,464-1.9% | $75,781-34.7% | $52,331-5.4% |
| Participation rate | 34.8% | 66.8%-31.9pp | 75.8%-41.0pp | 68.1%-33.3pp |
| Annual return | -2.35% | 1.03%-3.4pp | 9.68%-12.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $830 | $1,988-58.3% | $3,323-75.0% | $1,882-55.9% |
| Participant deferral / active EE | $1,530 | $2,570-40.5% | $3,651-58.1% | $3,022-49.4% |
| Admin fee / account holder | $4 | $1,103-99.6% | $5,299-99.9% | $592-99.3% |