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 | $5,135 |
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 | $37,917 | $37,117+2.2% | $147,614-74.3% | $55,191-31.3% |
| Participation rate | 28.8% | 63.6%-34.8pp | 84.6%-55.9pp | 69.2%-40.4pp |
| Annual return | 2.95% | 3.44%-0.5pp | 61.98%-59.0pp | 10.78%-7.8pp |
| Employer contribution / active EE | $327 | $1,620-79.8% | $5,564-94.1% | $1,899-82.8% |
| Participant deferral / active EE | $671 | $1,985-66.2% | $4,895-86.3% | $3,046-78.0% |
| Admin fee / account holder | $19 | $86-77.7% | $11,611-99.8% | $91-79.0% |