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 CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,162 |
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 | $82,638 | $65,118+26.9% | $76,768+7.6% | $55,725+48.3% |
| Participation rate | 93.9% | 79.6%+14.3pp | 77.0%+16.9pp | 70.9%+23.0pp |
| Annual return | -2.76% | -1.27%-1.5pp | 2.43%-5.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $3,463 | $1,941+78.4% | $2,485+39.4% | $2,078+66.7% |
| Participant deferral / active EE | $5,674 | $3,688+53.9% | $3,852+47.3% | $3,356+69.1% |
| Admin fee / account holder | $10 | $116-91.2% | $6,675-99.8% | $115-91.1% |