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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,626 | $37,117-55.2% | $147,614-88.7% | $55,191-69.9% |
| Participation rate | 81.5% | 63.6%+17.9pp | 84.6%-3.1pp | 69.2%+12.4pp |
| Annual return | 1.07% | 3.44%-2.4pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $606 | $1,620-62.6% | $5,564-89.1% | $1,899-68.1% |
| Participant deferral / active EE | $705 | $1,985-64.5% | $4,895-85.6% | $3,046-76.8% |
| Admin fee / account holder | $8 | $86-90.8% | $11,611-99.9% | $91-91.3% |