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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $206 |
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 | $22,484 | $75,828-70.3% | $147,614-84.8% | $59,632-62.3% |
| Participation rate | 88.2% | 71.6%+16.6pp | 84.6%+3.6pp | 68.7%+19.5pp |
| Annual return | 1.27% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $340 | $3,485-90.2% | $5,564-93.9% | $2,203-84.6% |
| Participant deferral / active EE | $942 | $3,130-69.9% | $4,895-80.8% | $3,192-70.5% |
| Admin fee / account holder | $2 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |