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 FUNDS8+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 335 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,854 | $63,442-73.4% | $68,791-75.5% | $66,914-74.8% |
| Participation rate | 84.0% | 60.0%+24.0pp | 69.0%+14.9pp | 69.8%+14.2pp |
| Annual return | -15.98% | -8.29%-7.7pp | -6.38%-9.6pp | 1.58%-17.6pp |
| Employer contribution / active EE | $448 | $1,775-74.8% | $2,655-83.1% | $2,544-82.4% |
| Participant deferral / active EE | $1,496 | $2,945-49.2% | $3,941-62.0% | $4,237-64.7% |
| Admin fee / account holder | $8 | $577-98.5% | $4,932-99.8% | $593-98.6% |