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 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,177 | $84,233-25.0% | $170,442-62.9% | $70,131-9.9% |
| Participation rate | 26.0% | 70.8%-44.8pp | 83.6%-57.6pp | 69.5%-43.5pp |
| Annual return | 22.99% | 23.06%-0.1pp | 205.93%-182.9pp | 73.14%-50.1pp |
| Employer contribution / active EE | $491 | $3,387-85.5% | $5,433-91.0% | $2,342-79.0% |
| Participant deferral / active EE | $1,539 | $3,086-50.1% | $4,939-68.8% | $3,332-53.8% |
| Admin fee / account holder | $146 | $5,698-97.4% | $13,880-98.9% | $4,645-96.9% |