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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,150 |
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 | $31,991 | $42,396-24.5% | $67,313-52.5% | $56,287-43.2% |
| Participation rate | 46.4% | 61.0%-14.6pp | 69.1%-22.7pp | 69.9%-23.5pp |
| Annual return | -5.50% | -36.63%+31.1pp | -4.08%-1.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $703 | $1,414-50.2% | $2,566-72.6% | $2,111-66.7% |
| Participant deferral / active EE | $1,847 | $2,360-21.7% | $3,568-48.2% | $3,350-44.9% |
| Admin fee / account holder | $22 | $510-95.7% | $4,507-99.5% | $521-95.8% |