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 | $726 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,198 | $64,909-73.5% | $82,313-79.1% | $62,292-72.4% |
| Participation rate | 88.8% | 74.9%+13.9pp | 76.9%+11.9pp | 69.5%+19.3pp |
| Annual return | 15.54% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.4pp |
| Employer contribution / active EE | $195 | $1,676-88.4% | $2,428-92.0% | $2,042-90.4% |
| Participant deferral / active EE | $652 | $3,103-79.0% | $3,706-82.4% | $3,169-79.4% |
| Admin fee / account holder | $1 | $440-99.8% | $5,608-100.0% | $479-99.8% |