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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,550 |
Employer 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 | $30,765 | $59,186-48.0% | $76,768-59.9% | $56,287-45.3% |
| Participation rate | 84.4% | 75.2%+9.2pp | 77.0%+7.4pp | 69.9%+14.5pp |
| Annual return | -3.80% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $390 | $1,759-77.8% | $2,485-84.3% | $2,111-81.5% |
| Participant deferral / active EE | $1,638 | $3,255-49.7% | $3,852-57.5% | $3,350-51.1% |
| Admin fee / account holder | $10 | $489-98.0% | $6,675-99.9% | $521-98.1% |