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+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,695 |
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 | $35,288 | $54,320-35.0% | $67,652-47.8% | $52,331-32.6% |
| Participation rate | 91.8% | 73.6%+18.2pp | 75.7%+16.1pp | 68.1%+23.6pp |
| Annual return | -0.42% | 6.81%-7.2pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $438 | $1,544-71.7% | $2,266-80.7% | $1,882-76.7% |
| Participant deferral / active EE | $1,565 | $2,950-47.0% | $3,560-56.0% | $3,022-48.2% |
| Admin fee / account holder | $12 | $527-97.7% | $4,821-99.7% | $592-97.9% |