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 & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,031 |
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 | $40,504 | $65,820-38.5% | $108,745-62.8% | $57,658-29.8% |
| Participation rate | 69.1% | 72.7%-3.6pp | 77.7%-8.5pp | 70.2%-1.1pp |
| Annual return | 8.71% | 21.32%-12.6pp | 46.22%-37.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,694 | $2,285-25.9% | $3,323-49.0% | $1,974-14.2% |
| Participant deferral / active EE | $3,034 | $3,578-15.2% | $5,121-40.7% | $3,061-0.9% |
| Admin fee / account holder | $10 | $91-89.3% | $6,144-99.8% | $95-89.7% |