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 |
|---|---|---|
Service code 27 315 DEADERICK ST. · NASHVILLE, TN 37238 | Advisory (Plan) | $19,702 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $800 |
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 | $44,002 | $56,629-22.3% | $77,999-43.6% | $55,167-20.2% |
| Participation rate | 82.1% | 73.3%+8.8pp | 75.5%+6.6pp | 69.0%+13.2pp |
| Annual return | 62.18% | 2866.98%-2804.8pp | 425.96%-363.8pp | 169.23%-107.0pp |
| Employer contribution / active EE | $1,505 | $1,723-12.7% | $2,470-39.1% | $1,963-23.3% |
| Participant deferral / active EE | $2,678 | $2,777-3.6% | $3,497-23.4% | $3,054-12.3% |
| Admin fee / account holder | $142 | $467-69.7% | $5,480-97.4% | $504-71.9% |