See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL BANK & TRUST/AMERICAN FUNDS Service code 19 · EIN 95-6817943 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,007 | $72,607-62.8% | $90,749-70.2% | $66,914-59.6% |
| Participation rate | 39.5% | 73.7%-34.2pp | 75.7%-36.2pp | 69.8%-30.3pp |
| Annual return | -10.06% | -12.28%+2.2pp | -12.16%+2.1pp | 1.58%-11.6pp |
| Employer contribution / active EE | $649 | $2,369-72.6% | $2,921-77.8% | $2,544-74.5% |
| Participant deferral / active EE | $2,144 | $3,977-46.1% | $4,564-53.0% | $4,237-49.4% |
| Admin fee / account holder | $37 | $707-94.8% | $8,445-99.6% | $593-93.8% |