Filed January 12, 2022
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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,275 |
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 | $22,189 | $50,898-56.4% | $171,082-87.0% | $55,167-59.8% |
| Participation rate | 49.3% | 63.3%-13.9pp | 76.7%-27.3pp | 69.0%-19.6pp |
| Annual return | 4.40% | 15.34%-10.9pp | 32.56%-28.2pp | 169.23%-164.8pp |
| Employer contribution / active EE | $806 | $1,433-43.7% | $4,002-79.9% | $1,963-58.9% |
| Participant deferral / active EE | $2,190 | $2,994-26.9% | $4,797-54.4% | $3,054-28.3% |
| Admin fee / account holder | $8 | $500-98.4% | $8,520-99.9% | $504-98.4% |