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 AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $328 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,440 | $64,909+14.7% | $82,313-9.6% | $62,292+19.5% |
| Participation rate | 78.3% | 74.9%+3.5pp | 76.9%+1.4pp | 69.5%+8.8pp |
| Annual return | 19.90% | 21.18%-1.3pp | 25.88%-6.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $1,206 | $1,676-28.1% | $2,428-50.3% | $2,042-41.0% |
| Participant deferral / active EE | $2,865 | $3,103-7.7% | $3,706-22.7% | $3,169-9.6% |
| Admin fee / account holder | $3 | $440-99.4% | $5,608-100.0% | $479-99.5% |