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 FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $5,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,544 | $35,986-45.7% | $77,482-74.8% | $73,488-73.4% |
| Participation rate | 65.6% | 40.8%+24.8pp | 54.2%+11.5pp | 70.7%-5.0pp |
| Annual return | 12.97% | 19.26%-6.3pp | 54.79%-41.8pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,406 | $557+152.2% | $986+42.5% | $2,270-38.1% |
| Participant deferral / active EE | $610 | $1,198-49.1% | $1,861-67.2% | $3,740-83.7% |
| Admin fee / account holder | $52 | $466-88.9% | $2,858-98.2% | $513-89.9% |