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 | $550 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,127 | $71,192+268.2% | $117,854+122.4% | $62,292+320.8% |
| Participation rate | 90.4% | 74.2%+16.2pp | 79.7%+10.7pp | 69.5%+20.9pp |
| Annual return | 18.28% | 18.66%-0.4pp | 335.08%-316.8pp | 28.90%-10.6pp |
| Employer contribution / active EE | $12,639 | $1,934+553.6% | $3,786+233.8% | $2,042+518.9% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $4 | $587-99.3% | $8,020-100.0% | $479-99.2% |