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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $28,730 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,963 | $35,485-57.8% | $74,550-79.9% | $55,725-73.1% |
| Participation rate | 82.2% | 62.5%+19.6pp | 69.1%+13.0pp | 70.9%+11.3pp |
| Annual return | -5.49% | 0.72%-6.2pp | 32.53%-38.0pp | 244.93%-250.4pp |
| Employer contribution / active EE | $394 | $777-49.3% | $1,961-79.9% | $2,078-81.0% |
| Participant deferral / active EE | $2,727 | $2,181+25.0% | $3,108-12.3% | $3,356-18.7% |
| Admin fee / account holder | $72 | $114-36.9% | $5,060-98.6% | $115-37.3% |