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 | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,444 | $64,909-19.2% | $82,313-36.3% | $62,292-15.8% |
| Participation rate | 43.1% | 74.9%-31.8pp | 76.9%-33.8pp | 69.5%-26.4pp |
| Annual return | 18.54% | 21.18%-2.6pp | 25.88%-7.3pp | 28.90%-10.4pp |
| Employer contribution / active EE | $982 | $1,676-41.4% | $2,428-59.5% | $2,042-51.9% |
| Participant deferral / active EE | $1,404 | $3,103-54.7% | $3,706-62.1% | $3,169-55.7% |
| Admin fee / account holder | $8 | $440-98.1% | $5,608-99.9% | $479-98.3% |