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 | $1,094 |
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 | $156,672 | $76,552+104.7% | $123,892+26.5% | $62,891+149.1% |
| Participation rate | 89.8% | 73.0%+16.8pp | 81.4%+8.4pp | 69.3%+20.5pp |
| Annual return | 8.11% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,041 | $2,883-29.2% | $4,617-55.8% | $2,281-10.5% |
| Participant deferral / active EE | $6,337 | $4,840+30.9% | $5,984+5.9% | $3,203+97.9% |
| Admin fee / account holder | $9 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |