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 FUNDS9+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 335 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,714 | $51,045-61.4% | $70,515-72.0% | $71,457-72.4% |
| Participation rate | 73.0% | 59.4%+13.6pp | 68.3%+4.6pp | 67.9%+5.1pp |
| Annual return | 17.21% | 42.63%-25.4pp | 32.77%-15.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $419 | $1,790-76.6% | $2,973-85.9% | $2,588-83.8% |
| Participant deferral / active EE | $1,503 | $3,026-50.3% | $4,567-67.1% | $4,289-65.0% |
| Admin fee / account holder | $21 | $1,994-98.9% | $6,412-99.7% | $1,587-98.7% |