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 FUNDS5+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,439 | $73,404+227.6% | $87,100+176.0% | $67,579+255.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 24.70% | 48.29%-23.6pp | 28.19%-3.5pp | 378.56%-353.9pp |
| Employer contribution / active EE | $5,008 | $2,014+148.6% | $2,521+98.6% | $2,148+133.1% |
| Participant deferral / active EE | $6,851 | $3,913+75.1% | $4,049+69.2% | $3,539+93.6% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |