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 AND MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $1,990 |
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 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 | $28,007 | $80,753-65.3% | $136,294-79.5% | $62,292-55.0% |
| Participation rate | 59.9% | 73.5%-13.7pp | 81.9%-22.0pp | 69.5%-9.6pp |
| Annual return | 25.84% | 35.83%-10.0pp | 5155.94%-5130.1pp | 28.90%-3.1pp |
| Employer contribution / active EE | $2,817 | $2,884-2.3% | $4,695-40.0% | $2,042+38.0% |
| Participant deferral / active EE | $4,980 | $5,164-3.6% | $6,247-20.3% | $3,169+57.2% |
| Admin fee / account holder | $13 | $525-97.6% | $9,243-99.9% | $479-97.3% |