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 9-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 64 333 SO. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $200 |
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.
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 | $73,061 | $66,310+10.2% | $93,606-21.9% | $65,185+12.1% |
| Participation rate | 62.9% | 74.0%-11.1pp | 75.8%-12.9pp | 70.2%-7.3pp |
| Annual return | 11.70% | 42.58%-30.9pp | 32.76%-21.1pp | 29.38%-17.7pp |
| Employer contribution / active EE | $869 | $2,012-56.8% | $2,718-68.0% | $2,177-60.1% |
| Participant deferral / active EE | $2,588 | $3,342-22.5% | $4,069-36.4% | $3,514-26.3% |
| Admin fee / account holder | -$212 | $6,897-103.1% | $7,888-102.7% | $847-125.0% |