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 FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $250 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,274 | $71,192-47.6% | $117,854-68.4% | $62,292-40.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.73% | 18.66%-1.9pp | 335.08%-318.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $3,790 | $1,934+96.0% | $3,786+0.1% | $2,042+85.6% |
| Participant deferral / active EE | $2,066 | $3,189-35.2% | $4,482-53.9% | $3,169-34.8% |
| Admin fee / account holder | $2 | $587-99.7% | $8,020-100.0% | $479-99.6% |