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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $48,695 | $42,548+14.4% | $74,550-34.7% | $56,287-13.5% |
| Participation rate | 41.4% | 60.5%-19.1pp | 69.1%-27.8pp | 69.9%-28.5pp |
| Annual return | -3.46% | 12.40%-15.9pp | 32.53%-36.0pp | -9.96%+6.5pp |
| Employer contribution / active EE | $69 | $855-92.0% | $1,961-96.5% | $2,111-96.7% |
| Participant deferral / active EE | $2,609 | $2,277+14.6% | $3,108-16.0% | $3,350-22.1% |
| Admin fee / account holder | $8 | $467-98.2% | $5,060-99.8% | $521-98.4% |