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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,741 |
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 | $53,917 | $37,196+45.0% | $154,107-65.0% | $55,725-3.2% |
| Participation rate | 57.1% | 64.1%-7.0pp | 83.0%-26.0pp | 70.9%-13.8pp |
| Annual return | -3.46% | 1319.68%-1323.1pp | 735.12%-738.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,715 | $1,614+6.2% | $5,298-67.6% | $2,078-17.5% |
| Participant deferral / active EE | $3,326 | $2,068+60.8% | $5,081-34.5% | $3,356-0.9% |
| Admin fee / account holder | $32 | $102-68.5% | $13,411-99.8% | $115-72.2% |