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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $400 |
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.
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 | $53,861 | $59,186-9.0% | $76,768-29.8% | $56,287-4.3% |
| Participation rate | 36.9% | 75.2%-38.3pp | 77.0%-40.1pp | 69.9%-33.0pp |
| Annual return | -5.86% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $979 | $1,759-44.3% | $2,485-60.6% | $2,111-53.6% |
| Participant deferral / active EE | $1,440 | $3,255-55.8% | $3,852-62.6% | $3,350-57.0% |
| Admin fee / account holder | $6 | $489-98.7% | $6,675-99.9% | $521-98.8% |