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 9-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 AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $2,740 |
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.
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 | $17,153 | $31,679-45.9% | $74,701-77.0% | $65,185-73.7% |
| Participation rate | 55.1% | 40.4%+14.8pp | 54.5%+0.7pp | 70.2%-15.1pp |
| Annual return | 18.87% | 39.04%-20.2pp | 752.92%-734.1pp | 29.38%-10.5pp |
| Employer contribution / active EE | $1,204 | $566+112.6% | $1,084+11.1% | $2,177-44.7% |
| Participant deferral / active EE | $366 | $1,191-69.3% | $1,964-81.4% | $3,514-89.6% |
| Admin fee / account holder | $28 | $379-92.6% | $3,333-99.2% | $847-96.7% |