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 | $4,212 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,901 | $37,196-6.2% | $154,107-77.4% | $55,725-37.4% |
| Participation rate | 76.7% | 64.1%+12.6pp | 83.0%-6.4pp | 70.9%+5.8pp |
| Annual return | -8.63% | 1319.68%-1328.3pp | 735.12%-743.8pp | 244.93%-253.6pp |
| Employer contribution / active EE | $2,775 | $1,614+71.9% | $5,298-47.6% | $2,078+33.5% |
| Participant deferral / active EE | $2,993 | $2,068+44.7% | $5,081-41.1% | $3,356-10.8% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |