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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,564 | $50,464+63.6% | $75,781+9.0% | $52,331+57.8% |
| Participation rate | 66.2% | 66.8%-0.6pp | 75.8%-9.6pp | 68.1%-1.9pp |
| Annual return | -0.21% | 1.03%-1.2pp | 9.68%-9.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,019 | $1,988+1.5% | $3,323-39.2% | $1,882+7.3% |
| Participant deferral / active EE | $6,367 | $2,570+147.7% | $3,651+74.4% | $3,022+110.7% |
| Admin fee / account holder | $7 | $1,103-99.4% | $5,299-99.9% | $592-98.9% |