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 7-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 COMPANY Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $12,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,136 | $104,475-75.0% | $159,436-83.6% | $79,386-67.1% |
| Participation rate | 61.5% | 76.6%-15.1pp | 82.8%-21.3pp | 70.7%-9.2pp |
| Annual return | 30.09% | 67.95%-37.9pp | 263.57%-233.5pp | 116.85%-86.8pp |
| Employer contribution / active EE | $2,890 | $3,417-15.4% | $4,829-40.2% | $2,427+19.0% |
| Participant deferral / active EE | $6,240 | $6,467-3.5% | $7,352-15.1% | $4,046+54.2% |
| Admin fee / account holder | $82 | $711-88.5% | $10,799-99.2% | $626-86.9% |