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 | $1,490 |
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 | $148,357 | $80,753+83.7% | $136,294+8.9% | $62,292+138.2% |
| Participation rate | 93.0% | 73.5%+19.4pp | 81.9%+11.1pp | 69.5%+23.5pp |
| Annual return | 17.87% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $3,108 | $2,884+7.8% | $4,695-33.8% | $2,042+52.2% |
| Participant deferral / active EE | $6,851 | $5,164+32.7% | $6,247+9.7% | $3,169+116.2% |
| Admin fee / account holder | $11 | $525-98.0% | $9,243-99.9% | $479-97.8% |