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 FUNDS6+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,262 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,539 | $79,519+257.8% | $95,952+196.5% | $73,409+287.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 20.25% | 19.20%+1.1pp | 91.61%-71.4pp | 59.29%-39.0pp |
| Employer contribution / active EE | $5,440 | $2,048+165.7% | $2,541+114.1% | $2,234+143.5% |
| Participant deferral / active EE | $7,330 | $4,138+77.1% | $4,167+75.9% | $3,805+92.6% |
| Admin fee / account holder | $8 | $184-95.8% | $6,795-99.9% | $158-95.1% |