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 | $4,175 |
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 | $58,221 | $46,173+26.1% | $170,442-65.8% | $69,631-16.4% |
| Participation rate | 56.8% | 63.9%-7.1pp | 83.6%-26.8pp | 70.7%-13.9pp |
| Annual return | 26.31% | 21.62%+4.7pp | 205.93%-179.6pp | 27571.02%-27544.7pp |
| Employer contribution / active EE | $1,652 | $1,610+2.7% | $5,433-69.6% | $2,032-18.7% |
| Participant deferral / active EE | $3,511 | $2,080+68.8% | $4,939-28.9% | $3,224+8.9% |
| Admin fee / account holder | $4 | $116-96.2% | $13,880-100.0% | $110-96.0% |