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 8-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 | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,139 | $44,473-39.0% | $76,523-64.5% | $55,725-51.3% |
| Participation rate | 28.6% | 51.0%-22.4pp | 68.0%-39.4pp | 70.9%-42.2pp |
| Annual return | -5.77% | -2.01%-3.8pp | -0.27%-5.5pp | 244.93%-250.7pp |
| Employer contribution / active EE | $504 | $1,101-54.3% | $2,647-81.0% | $2,078-75.8% |
| Participant deferral / active EE | $903 | $1,988-54.5% | $3,835-76.4% | $3,356-73.1% |
| Admin fee / account holder | $2 | $134-98.7% | $4,848-100.0% | $115-98.4% |