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 | $900 |
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 | $254,092 | $66,302+283.2% | $110,238+130.5% | $56,287+351.4% |
| Participation rate | 89.3% | 74.9%+14.4pp | 79.8%+9.5pp | 69.9%+19.4pp |
| Annual return | -4.27% | -1.18%-3.1pp | 314.74%-319.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $13,239 | $2,047+546.7% | $3,826+246.0% | $2,111+527.2% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $6 | $698-99.1% | $8,547-99.9% | $521-98.8% |