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+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,332 | $59,332-69.1% | $90,223-79.7% | $59,632-69.3% |
| Participation rate | 69.6% | 71.9%-2.3pp | 79.0%-9.4pp | 68.7%+1.0pp |
| Annual return | 1.89% | 3.25%-1.4pp | 1.31%+0.6pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,042 | $4,369-53.3% | $5,792-64.7% | $3,192-36.0% |
| Admin fee / account holder | $3 | $5,032-99.9% | $7,406-100.0% | $4,297-99.9% |