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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,902 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $117,441 | $54,541+115.3% | $78,778+49.1% | $70,131+67.5% |
| Participation rate | 81.4% | 60.8%+20.6pp | 69.2%+12.3pp | 69.5%+11.9pp |
| Annual return | 19.82% | 21.07%-1.3pp | 35.62%-15.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,129 | $2,210+86.8% | $2,958+39.6% | $3,332+23.9% |
| Admin fee / account holder | $20 | $3,709-99.5% | $5,134-99.6% | $4,645-99.6% |