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 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Directed Trustee | $3,103 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,683 | $65,118+209.7% | $76,768+162.7% | $55,725+261.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -6.22% | -1.27%-5.0pp | 2.43%-8.7pp | 244.93%-251.2pp |
| Employer contribution / active EE | $4,667 | $1,941+140.4% | $2,485+87.8% | $2,078+124.6% |
| Participant deferral / active EE | $6,338 | $3,688+71.9% | $3,852+64.6% | $3,356+88.9% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |