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 AND MANAGEMENT CO. Service code 37 · EIN 95-1411037 | Loan Processing | $450 |
Service code 99 · EIN 23-1735188 | Other Fees | $450 |
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 | $95,476 | $59,186+61.3% | $76,768+24.4% | $56,287+69.6% |
| Participation rate | 99.6% | 75.2%+24.4pp | 77.0%+22.6pp | 69.9%+29.7pp |
| Annual return | -4.64% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $5,608 | $1,759+218.9% | $2,485+125.7% | $2,111+165.6% |
| Participant deferral / active EE | $5,728 | $3,255+76.0% | $3,852+48.7% | $3,350+71.0% |
| Admin fee / account holder | $4 | $489-99.3% | $6,675-99.9% | $521-99.3% |