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 6-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 & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $500 |
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 | $27,713 | $63,346-56.3% | $92,233-70.0% | $70,131-60.5% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 14.39% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $980 | $2,471-60.3% | $3,679-73.4% | $2,342-58.2% |
| Participant deferral / active EE | $1,711 | $2,854-40.0% | $3,897-56.1% | $3,332-48.6% |
| Admin fee / account holder | $112 | $3,840-97.1% | $5,194-97.8% | $4,645-97.6% |