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 COMPANY Service code 15 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $4,889 |
Service code 63 · EIN 52-2114207 | 12b-1 Fees | $0 |
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 | $21,083 | $50,815-58.5% | $155,509-86.4% | $77,643-72.8% |
| Participation rate | 71.2% | 63.1%+8.1pp | 78.2%-7.0pp | 70.6%+0.6pp |
| Annual return | 18.12% | 34.80%-16.7pp | 64.67%-46.5pp | 31.24%-13.1pp |
| Employer contribution / active EE | $1,084 | $1,993-45.6% | $4,672-76.8% | $2,726-60.2% |
| Participant deferral / active EE | $2,517 | $2,822-10.8% | $5,626-55.3% | $4,647-45.8% |
| Admin fee / account holder | $15 | $437-96.6% | $15,912-99.9% | $430-96.5% |