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 | $875 |
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 | $68,637 | $55,453+23.8% | $170,442-59.7% | $62,292+10.2% |
| Participation rate | 75.6% | 66.4%+9.2pp | 83.6%-8.0pp | 69.5%+6.1pp |
| Annual return | 12.29% | 21.38%-9.1pp | 205.93%-193.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,390 | $2,164-35.8% | $5,433-74.4% | $2,042-31.9% |
| Participant deferral / active EE | $3,510 | $2,303+52.4% | $4,939-28.9% | $3,169+10.8% |
| Admin fee / account holder | $5 | $455-99.0% | $13,880-100.0% | $479-99.1% |