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 | $2,200 |
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 | $27,968 | $37,117-24.6% | $147,614-81.1% | $55,191-49.3% |
| Participation rate | 71.4% | 63.6%+7.8pp | 84.6%-13.2pp | 69.2%+2.3pp |
| Annual return | -0.44% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,527 | $1,620-5.8% | $5,564-72.6% | $1,899-19.6% |
| Participant deferral / active EE | $2,161 | $1,985+8.8% | $4,895-55.9% | $3,046-29.1% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |