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 | $650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,903 | $55,002-5.6% | $59,878-13.3% | $56,287-7.8% |
| Participation rate | 95.5% | 75.9%+19.6pp | 74.7%+20.8pp | 69.9%+25.6pp |
| Annual return | -4.01% | 1.13%-5.1pp | 3.46%-7.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,552 | $2,448+4.2% | $2,722-6.2% | $2,111+20.9% |
| Participant deferral / active EE | $4,980 | $3,121+59.6% | $3,402+46.4% | $3,350+48.7% |
| Admin fee / account holder | $7 | $236-97.0% | $3,590-99.8% | $521-98.6% |