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 | $2,838 |
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 | $53,074 | $44,229+20.0% | $155,790-65.9% | $55,191-3.8% |
| Participation rate | 70.6% | 60.8%+9.8pp | 76.1%-5.5pp | 69.2%+1.5pp |
| Annual return | 0.66% | 0.37%+0.3pp | 71.54%-70.9pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,593 | $1,317+96.8% | $3,836-32.4% | $1,899+36.6% |
| Participant deferral / active EE | $4,688 | $2,851+64.4% | $4,797-2.3% | $3,046+53.9% |
| Admin fee / account holder | $13 | $86-84.9% | $7,478-99.8% | $91-85.7% |