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 | $9,992 |
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 | $28,759 | $63,905-55.0% | $74,183-61.2% | $57,658-50.1% |
| Participation rate | 87.9% | 79.8%+8.1pp | 76.6%+11.2pp | 70.2%+17.6pp |
| Annual return | 11.98% | 60.60%-48.6pp | 17.74%-5.8pp | 5.13%+6.8pp |
| Employer contribution / active EE | $341 | $1,840-81.5% | $2,370-85.6% | $1,974-82.7% |
| Participant deferral / active EE | $2,174 | $3,448-37.0% | $3,550-38.8% | $3,061-29.0% |
| Admin fee / account holder | $33 | $91-64.3% | $5,586-99.4% | $95-65.6% |