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 | $1,934 |
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 | $18,072 | $47,977-62.3% | $154,107-88.3% | $56,287-67.9% |
| Participation rate | 73.8% | 66.2%+7.7pp | 83.0%-9.2pp | 69.9%+4.0pp |
| Annual return | -2.78% | 3.54%-6.3pp | 735.12%-737.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $779 | $2,169-64.1% | $5,298-85.3% | $2,111-63.1% |
| Participant deferral / active EE | $2,511 | $2,392+5.0% | $5,081-50.6% | $3,350-25.0% |
| Admin fee / account holder | $12 | $438-97.2% | $13,411-99.9% | $521-97.7% |