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 FUNDS5 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $4,030 |
Service code 63 · EIN 52-2114207 | 12b-1 Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,697 | $49,915-48.5% | $154,803-83.4% | $74,304-65.4% |
| Participation rate | 80.2% | 54.0%+26.3pp | 78.1%+2.1pp | 60.3%+19.9pp |
| Annual return | 18.11% | 34.06%-15.9pp | 58.88%-40.8pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,016 | $1,611+25.1% | $4,305-53.2% | $2,241-10.0% |
| Participant deferral / active EE | $4,100 | $2,255+81.9% | $5,540-26.0% | $3,767+8.8% |
| Admin fee / account holder | $11 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |