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 | $2,723 |
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 | $112,803 | $54,541+106.8% | $78,778+43.2% | $70,131+60.8% |
| Participation rate | 73.3% | 60.8%+12.5pp | 69.2%+4.1pp | 69.5%+3.7pp |
| Annual return | 17.26% | 21.07%-3.8pp | 35.62%-18.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,676 | $2,210+21.1% | $2,958-9.5% | $3,332-19.7% |
| Admin fee / account holder | $33 | $3,709-99.1% | $5,134-99.4% | $4,645-99.3% |