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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,088 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,869 | $23,385-70.6% | $69,182-90.1% | $57,658-88.1% |
| Participation rate | 26.2% | 37.9%-11.7pp | 55.1%-28.9pp | 70.2%-44.0pp |
| Annual return | 7.84% | -659.34%+667.2pp | -21.93%+29.8pp | 5.13%+2.7pp |
| Employer contribution / active EE | $135 | $422-68.0% | $1,206-88.8% | $1,974-93.2% |
| Participant deferral / active EE | $290 | $843-65.6% | $1,897-84.7% | $3,061-90.5% |
| Admin fee / account holder | $7 | $82-91.8% | $2,697-99.8% | $95-92.9% |