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 FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $1,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,627 | $50,199-58.9% | $70,092-70.6% | $66,914-69.2% |
| Participation rate | 49.7% | 66.3%-16.7pp | 70.5%-20.8pp | 69.8%-20.1pp |
| Annual return | -18.38% | -13.85%-4.5pp | 190.73%-209.1pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,641 | $1,864-11.9% | $2,559-35.8% | $2,544-35.5% |
| Participant deferral / active EE | $2,272 | $3,112-27.0% | $3,849-41.0% | $4,237-46.4% |
| Admin fee / account holder | $13 | $600-97.9% | $6,267-99.8% | $593-97.8% |