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 8-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 AND MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,137 | $54,590-66.8% | $81,930-77.9% | $73,488-75.3% |
| Participation rate | 48.6% | 68.3%-19.7pp | 72.0%-23.3pp | 70.7%-22.0pp |
| Annual return | 21.35% | 17.74%+3.6pp | 29.49%-8.1pp | 28.51%-7.2pp |
| Employer contribution / active EE | $1,299 | $1,636-20.6% | $4,310-69.9% | $2,270-42.8% |
| Participant deferral / active EE | $2,202 | $2,759-20.2% | $7,107-69.0% | $3,740-41.1% |
| Admin fee / account holder | $8 | $592-98.7% | $5,158-99.8% | $513-98.4% |