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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,544 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $55,270 | $67,606-18.2% | $82,313-32.9% | $70,131-21.2% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 14.94% | 21.57%-6.6pp | 25.88%-10.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,359 | $1,755-22.6% | $2,428-44.0% | $2,342-42.0% |
| Participant deferral / active EE | $4,552 | $2,987+52.4% | $3,706+22.8% | $3,332+36.6% |
| Admin fee / account holder | $14 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |