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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,100 |
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 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 | $14,886 | $55,453-73.2% | $170,442-91.3% | $62,292-76.1% |
| Participation rate | 65.9% | 66.4%-0.5pp | 83.6%-17.7pp | 69.5%-3.6pp |
| Annual return | 15.79% | 21.38%-5.6pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $570 | $2,164-73.7% | $5,433-89.5% | $2,042-72.1% |
| Participant deferral / active EE | $802 | $2,303-65.2% | $4,939-83.8% | $3,169-74.7% |
| Admin fee / account holder | $27 | $455-94.1% | $13,880-99.8% | $479-94.4% |