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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $10,350 |
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 | $47,126 | $55,453-15.0% | $170,442-72.4% | $62,292-24.3% |
| Participation rate | 82.0% | 66.4%+15.6pp | 83.6%-1.6pp | 69.5%+12.5pp |
| Annual return | 15.60% | 21.38%-5.8pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $887 | $2,164-59.0% | $5,433-83.7% | $2,042-56.6% |
| Participant deferral / active EE | $1,132 | $2,303-50.8% | $4,939-77.1% | $3,169-64.3% |
| Admin fee / account holder | $72 | $455-84.1% | $13,880-99.5% | $479-84.9% |