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 FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 335 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $5,529 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,878 | $54,517-54.4% | $75,972-67.3% | $74,495-66.6% |
| Participation rate | 73.2% | 60.3%+12.9pp | 69.1%+4.2pp | 67.2%+6.0pp |
| Annual return | 14.51% | 31.82%-17.3pp | 359.55%-345.0pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $502 | $1,777-71.7% | $2,685-81.3% | $2,623-80.9% |
| Participant deferral / active EE | $1,685 | $3,066-45.0% | $4,255-60.4% | $4,346-61.2% |
| Admin fee / account holder | $33 | $2,229-98.5% | $6,467-99.5% | $1,942-98.3% |