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 | $3,731 |
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 | $76,436 | $72,770+5.0% | $67,652+13.0% | $55,191+38.5% |
| Participation rate | 95.0% | 78.8%+16.2pp | 75.7%+19.3pp | 69.2%+25.8pp |
| Annual return | 1.19% | -3.26%+4.5pp | 6625.04%-6623.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $3,196 | $1,769+80.6% | $2,266+41.1% | $1,899+68.3% |
| Participant deferral / active EE | $4,707 | $3,408+38.1% | $3,560+32.2% | $3,046+54.5% |
| Admin fee / account holder | $8 | $79-89.9% | $4,821-99.8% | $91-91.3% |