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 | $8,157 |
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 | $51,694 | $28,109+83.9% | $71,086-27.3% | $56,287-8.2% |
| Participation rate | 76.7% | 40.4%+36.3pp | 54.7%+22.0pp | 69.9%+6.8pp |
| Annual return | -4.87% | -615.05%+610.2pp | 650.59%-655.5pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,374 | $558+146.4% | $1,088+26.3% | $2,111-34.9% |
| Participant deferral / active EE | $4,110 | $1,116+268.4% | $1,874+119.3% | $3,350+22.7% |
| Admin fee / account holder | $48 | $585-91.9% | $3,082-98.5% | $521-90.9% |