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 year Filed as: THE CAPITAL GROUP INVESTMENT Service code 27 ADVISORY SERVICES · BETHESDA, MD 20817 | Advisory (Plan) | $28,415 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $13,211 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,458 | $80,753-80.9% | $136,294-88.7% | $62,292-75.2% |
| Participation rate | 85.2% | 73.5%+11.7pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | 12.47% | 35.83%-23.4pp | 5155.94%-5143.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $3,827 | $2,884+32.7% | $4,695-18.5% | $2,042+87.4% |
| Participant deferral / active EE | $2,644 | $5,164-48.8% | $6,247-57.7% | $3,169-16.6% |
| Admin fee / account holder | $177 | $525-66.4% | $9,243-98.1% | $479-63.1% |