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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $6,894 |
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 | $33,089 | $107,378-69.2% | $108,579-69.5% | $57,658-42.6% |
| Participation rate | 70.5% | 77.1%-6.6pp | 79.6%-9.0pp | 70.2%+0.3pp |
| Annual return | 7.86% | 12.80%-4.9pp | -51.70%+59.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,376 | $1,782-22.8% | $3,758-63.4% | $1,974-30.3% |
| Participant deferral / active EE | $1,871 | $3,221-41.9% | $4,311-56.6% | $3,061-38.9% |
| Admin fee / account holder | $17 | $108-84.4% | $7,645-99.8% | $95-82.1% |