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 FUNDS6 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $3,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,134 | $26,549-24.2% | $61,373-67.2% | $66,914-69.9% |
| Participation rate | 65.8% | 38.1%+27.7pp | 52.6%+13.3pp | 69.8%-4.0pp |
| Annual return | -13.98% | -16.21%+2.2pp | 338.61%-352.6pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,794 | $651+175.4% | $1,159+54.7% | $2,544-29.5% |
| Participant deferral / active EE | $675 | $1,338-49.6% | $2,125-68.3% | $4,237-84.1% |
| Admin fee / account holder | $35 | $409-91.3% | $2,130-98.3% | $593-94.0% |