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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,876 | $57,976-8.8% | $62,995-16.1% | $62,292-15.1% |
| Participation rate | 93.9% | 75.9%+17.9pp | 74.8%+19.1pp | 69.5%+24.4pp |
| Annual return | 18.07% | 17.54%+0.5pp | 87.57%-69.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $2,442 | $2,415+1.1% | $2,759-11.5% | $2,042+19.6% |
| Participant deferral / active EE | $4,698 | $2,956+58.9% | $3,329+41.1% | $3,169+48.2% |
| Admin fee / account holder | $19 | $276-93.0% | $3,600-99.5% | $479-96.0% |