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 | $669 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,710 | $50,464-51.0% | $75,781-67.4% | $52,331-52.8% |
| Participation rate | 73.6% | 66.8%+6.9pp | 75.8%-2.2pp | 68.1%+5.5pp |
| Annual return | -1.81% | 1.03%-2.8pp | 9.68%-11.5pp | 4.54%-6.4pp |
| Employer contribution / active EE | $910 | $1,988-54.2% | $3,323-72.6% | $1,882-51.6% |
| Participant deferral / active EE | $2,605 | $2,570+1.3% | $3,651-28.7% | $3,022-13.8% |
| Admin fee / account holder | $5 | $1,103-99.5% | $5,299-99.9% | $592-99.1% |