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 | $131,970 |
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 | $26,860 | $48,835-45.0% | $170,442-84.2% | $177,276-84.8% |
| Participation rate | 62.6% | 72.1%-9.5pp | 83.6%-21.0pp | 74.8%-12.3pp |
| Annual return | 19.46% | 19.44%0pp | 205.93%-186.5pp | 21.25%-1.8pp |
| Employer contribution / active EE | $861 | $1,798-52.1% | $5,433-84.2% | $2,479-65.3% |
| Participant deferral / active EE | $2,271 | $2,757-17.6% | $4,939-54.0% | $3,881-41.5% |
| Admin fee / account holder | $30 | $52-41.6% | $13,880-99.8% | $154-80.3% |