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 FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-6817943 | Recordkeeping Fees | $2,975 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,423 | $52,884+18.0% | $84,750-26.3% | $55,167+13.2% |
| Participation rate | 88.5% | 67.5%+21.0pp | 76.6%+11.9pp | 69.0%+19.5pp |
| Annual return | 7.35% | 18.03%-10.7pp | 22.78%-15.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $14,180 | $2,233+534.9% | $3,574+296.7% | $1,963+622.5% |
| Participant deferral / active EE | $584 | $2,644-77.9% | $3,712-84.3% | $3,054-80.9% |
| Admin fee / account holder | $27 | $581-95.3% | $5,332-99.5% | $504-94.6% |