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 | $5,875 |
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 | $17,472 | $37,117-52.9% | $147,614-88.2% | $55,191-68.3% |
| Participation rate | 61.1% | 63.6%-2.5pp | 84.6%-23.5pp | 69.2%-8.1pp |
| Annual return | -0.64% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $976 | $1,620-39.8% | $5,564-82.5% | $1,899-48.6% |
| Participant deferral / active EE | $1,641 | $1,985-17.4% | $4,895-66.5% | $3,046-46.1% |
| Admin fee / account holder | $12 | $86-86.1% | $11,611-99.9% | $91-86.9% |