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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,597 | $52,519-76.0% | $155,790-91.9% | $59,632-78.9% |
| Participation rate | 49.4% | 61.7%-12.3pp | 76.1%-26.7pp | 68.7%-19.3pp |
| Annual return | -1.51% | 53.51%-55.0pp | 71.54%-73.0pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $300 | $1,589-81.1% | $3,836-92.2% | $2,203-86.4% |
| Participant deferral / active EE | $468 | $3,084-84.8% | $4,797-90.3% | $3,192-85.3% |
| Admin fee / account holder | $53 | $3,540-98.5% | $7,478-99.3% | $4,297-98.8% |