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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,803 |
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 | $42,558 | $64,909-34.4% | $82,313-48.3% | $62,292-31.7% |
| Participation rate | 92.5% | 74.9%+17.7pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 13.75% | 21.18%-7.4pp | 25.88%-12.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $472 | $1,676-71.9% | $2,428-80.6% | $2,042-76.9% |
| Participant deferral / active EE | $1,843 | $3,103-40.6% | $3,706-50.3% | $3,169-41.9% |
| Admin fee / account holder | $14 | $440-96.9% | $5,608-99.8% | $479-97.2% |