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 & MGMT CO INC. Service code 15 333 HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping | $685 |
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 | $109,858 | $76,552+43.5% | $123,892-11.3% | $62,891+74.7% |
| Participation rate | 85.0% | 73.0%+12.0pp | 81.4%+3.6pp | 69.3%+15.7pp |
| Annual return | 7.69% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,490 | $2,883-48.3% | $4,617-67.7% | $2,281-34.7% |
| Participant deferral / active EE | $9,348 | $4,840+93.1% | $5,984+56.2% | $3,203+191.9% |
| Admin fee / account holder | $14 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |