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 9-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 | $8,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,796 | $46,173-33.3% | $170,442-81.9% | $69,631-55.8% |
| Participation rate | 53.0% | 63.9%-10.9pp | 83.6%-30.6pp | 70.7%-17.7pp |
| Annual return | 14.13% | 21.62%-7.5pp | 205.93%-191.8pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $691 | $1,610-57.1% | $5,433-87.3% | $2,032-66.0% |
| Participant deferral / active EE | $1,129 | $2,080-45.7% | $4,939-77.1% | $3,224-65.0% |
| Admin fee / account holder | $20 | $116-82.7% | $13,880-99.9% | $110-81.9% |