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 FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-6817943 | Recordkeeping | $1,805 |
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 | $141,501 | $69,362+104.0% | $101,248+39.8% | $73,488+92.5% |
| Participation rate | 63.3% | 68.4%-5.1pp | 75.8%-12.5pp | 70.7%-7.4pp |
| Annual return | 18.18% | 18.46%-0.3pp | 46.47%-28.3pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,011 | $2,628-61.5% | $3,660-72.4% | $2,270-55.5% |
| Participant deferral / active EE | $4,086 | $3,300+23.8% | $4,370-6.5% | $3,740+9.3% |
| Admin fee / account holder | $32 | $704-95.4% | $5,945-99.5% | $513-93.7% |