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+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $962 |
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 | $58,990 | $46,732+26.2% | $156,549-62.3% | $55,167+6.9% |
| Participation rate | 78.2% | 65.8%+12.4pp | 84.0%-5.8pp | 69.0%+9.2pp |
| Annual return | 2.07% | 17.72%-15.7pp | 32.23%-30.2pp | 169.23%-167.2pp |
| Employer contribution / active EE | $1,358 | $2,105-35.5% | $5,501-75.3% | $1,963-30.8% |
| Participant deferral / active EE | $3,350 | $2,204+52.0% | $4,871-31.2% | $3,054+9.7% |
| Admin fee / account holder | $5 | $418-98.7% | $13,027-100.0% | $504-98.9% |