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 FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 37 · EIN 95-1411037 | Loan Processing | $675 |
Service code 99 · EIN 23-1735188 | Other Fees | $675 |
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 | $126,276 | $79,519+58.8% | $95,952+31.6% | $73,409+72.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 18.70% | 19.20%-0.5pp | 91.61%-72.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $5,471 | $2,048+167.2% | $2,541+115.3% | $2,234+144.9% |
| Participant deferral / active EE | $5,337 | $4,138+29.0% | $4,167+28.1% | $3,805+40.3% |
| Admin fee / account holder | $5 | $184-97.4% | $6,795-99.9% | $158-97.0% |