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 | $1,288 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,437 | $46,072-51.3% | $70,014-68.0% | $55,167-59.3% |
| Participation rate | 77.3% | 67.5%+9.8pp | 71.8%+5.5pp | 69.0%+8.3pp |
| Annual return | 7.24% | 8.68%-1.4pp | 12.99%-5.7pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $850 | $2,344-63.7% | $2,931-71.0% | $3,054-72.2% |
| Admin fee / account holder | $9 | $428-97.8% | $4,380-99.8% | $504-98.1% |