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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Directed Trustee | $2,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,221 | $72,770+173.8% | $67,652+194.5% | $55,191+261.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 0.63% | -3.26%+3.9pp | 6625.04%-6624.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $4,843 | $1,769+173.7% | $2,266+113.8% | $1,899+155.0% |
| Participant deferral / active EE | $6,756 | $3,408+98.2% | $3,560+89.8% | $3,046+121.8% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |