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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,500 |
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 | $81,305 | $74,024+9.8% | $77,999+4.2% | $57,658+41.0% |
| Participation rate | 88.1% | 79.7%+8.3pp | 75.5%+12.6pp | 70.2%+17.9pp |
| Annual return | 12.12% | 12.14%0pp | 425.96%-413.8pp | 5.13%+7.0pp |
| Employer contribution / active EE | $1,595 | $2,365-32.6% | $2,470-35.4% | $1,974-19.2% |
| Participant deferral / active EE | $5,677 | $3,533+60.7% | $3,497+62.3% | $3,061+85.5% |
| Admin fee / account holder | $9 | $93-90.6% | $5,480-99.8% | $95-90.8% |