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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,506 |
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 | $35,744 | $56,629-36.9% | $77,999-54.2% | $55,167-35.2% |
| Participation rate | 85.0% | 73.3%+11.7pp | 75.5%+9.5pp | 69.0%+16.0pp |
| Annual return | 6.09% | 2866.98%-2860.9pp | 425.96%-419.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $825 | $1,723-52.1% | $2,470-66.6% | $1,963-58.0% |
| Participant deferral / active EE | $1,582 | $2,777-43.0% | $3,497-54.8% | $3,054-48.2% |
| Admin fee / account holder | $28 | $467-94.0% | $5,480-99.5% | $504-94.4% |