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 | $2,137 |
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 | $43,363 | $31,388+38.2% | $73,545-41.0% | $62,292-30.4% |
| Participation rate | 72.2% | 39.9%+32.4pp | 54.9%+17.3pp | 69.5%+2.7pp |
| Annual return | 18.62% | 25.34%-6.7pp | -15.16%+33.8pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,079 | $498+116.6% | $1,219-11.5% | $2,042-47.2% |
| Participant deferral / active EE | $1,791 | $1,028+74.1% | $1,806-0.8% | $3,169-43.5% |
| Admin fee / account holder | $16 | $299-94.6% | $2,320-99.3% | $479-96.6% |