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 FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,723 | $43,327+40.2% | $59,878+1.4% | $64,186-5.4% |
| Participation rate | 61.4% | 69.2%-7.7pp | 74.7%-13.3pp | 69.6%-8.1pp |
| Annual return | -3.68% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,435 | $2,028-29.3% | $2,722-47.3% | $2,381-39.7% |
| Participant deferral / active EE | $3,381 | $2,546+32.8% | $3,402-0.6% | $3,470-2.5% |
| Admin fee / account holder | $25 | $3,005-99.2% | $3,590-99.3% | $4,888-99.5% |