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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,012 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,278 | $84,233-39.1% | $170,442-69.9% | $70,131-26.9% |
| Participation rate | 87.9% | 70.8%+17.1pp | 83.6%+4.3pp | 69.5%+18.4pp |
| Annual return | 16.05% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $905 | $3,387-73.3% | $5,433-83.3% | $2,342-61.4% |
| Participant deferral / active EE | $517 | $3,086-83.3% | $4,939-89.5% | $3,332-84.5% |
| Admin fee / account holder | $28 | $5,698-99.5% | $13,880-99.8% | $4,645-99.4% |