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 & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $500 |
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 | $23,723 | $77,634-69.4% | $156,549-84.8% | $62,891-62.3% |
| Participation rate | 84.9% | 71.2%+13.7pp | 84.0%+0.9pp | 69.3%+15.6pp |
| Annual return | 6.64% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $333 | $3,444-90.3% | $5,501-93.9% | $2,281-85.4% |
| Participant deferral / active EE | $980 | $3,045-67.8% | $4,871-79.9% | $3,203-69.4% |
| Admin fee / account holder | $5 | $5,561-99.9% | $13,027-100.0% | $4,296-99.9% |