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 | $1,025 |
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 | $93,697 | $55,449+69.0% | $83,848+11.7% | $56,287+66.5% |
| Participation rate | 60.4% | 68.0%-7.6pp | 76.1%-15.8pp | 69.9%-9.5pp |
| Annual return | -4.26% | -1.38%-2.9pp | 850.88%-855.1pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,606 | $2,430+7.2% | $3,631-28.2% | $2,111+23.5% |
| Participant deferral / active EE | $7,178 | $2,935+144.5% | $4,082+75.9% | $3,350+114.3% |
| Admin fee / account holder | $7 | $656-98.9% | $5,478-99.9% | $521-98.6% |