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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $66,613 | $58,726+13.4% | $92,233-27.8% | $62,292+6.9% |
| Participation rate | 38.8% | 68.3%-29.6pp | 76.5%-37.7pp | 69.5%-30.7pp |
| Annual return | 15.29% | 43.62%-28.3pp | 176.28%-161.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $961 | $2,392-59.8% | $3,679-73.9% | $2,042-52.9% |
| Participant deferral / active EE | $1,914 | $2,766-30.8% | $3,897-50.9% | $3,169-39.6% |
| Admin fee / account holder | $5 | $556-99.1% | $5,194-99.9% | $479-99.0% |