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 FUNDS6 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,757 | $73,867-21.8% | $143,757-59.8% | $68,494-15.7% |
| Participation rate | 35.1% | 66.7%-31.5pp | 80.3%-45.2pp | 67.9%-32.8pp |
| Annual return | -16.79% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $651 | $3,184-79.6% | $4,951-86.9% | $2,596-74.9% |
| Participant deferral / active EE | $2,023 | $3,384-40.2% | $5,637-64.1% | $4,027-49.8% |
| Admin fee / account holder | $60 | $5,755-99.0% | $14,673-99.6% | $5,403-98.9% |