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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,345 |
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 | $56,991 | $44,873+27.0% | $79,464-28.3% | $56,287+1.3% |
| Participation rate | 80.0% | 68.7%+11.3pp | 73.3%+6.7pp | 69.9%+10.1pp |
| Annual return | -3.80% | 0.81%-4.6pp | 718.14%-721.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,414 | $2,140-33.9% | $2,800-49.5% | $2,111-33.0% |
| Participant deferral / active EE | $1,854 | $2,746-32.5% | $3,704-50.0% | $3,350-44.7% |
| Admin fee / account holder | $9 | $418-97.9% | $5,113-99.8% | $521-98.3% |