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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $6,372 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,628 | $42,548+89.5% | $74,550+8.2% | $56,287+43.2% |
| Participation rate | 92.5% | 60.5%+32.0pp | 69.1%+23.3pp | 69.9%+22.6pp |
| Annual return | -3.85% | 12.40%-16.2pp | 32.53%-36.4pp | -9.96%+6.1pp |
| Employer contribution / active EE | $843 | $855-1.4% | $1,961-57.0% | $2,111-60.1% |
| Participant deferral / active EE | $3,255 | $2,277+42.9% | $3,108+4.7% | $3,350-2.8% |
| Admin fee / account holder | $20 | $467-95.8% | $5,060-99.6% | $521-96.2% |