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 | $2,774 |
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 | $161,803 | $66,302+144.0% | $110,238+46.8% | $56,287+187.5% |
| Participation rate | 99.1% | 74.9%+24.2pp | 79.8%+19.3pp | 69.9%+29.2pp |
| Annual return | 8.45% | -1.18%+9.6pp | 314.74%-306.3pp | -9.96%+18.4pp |
| Employer contribution / active EE | $5,016 | $2,047+145.0% | $3,826+31.1% | $2,111+137.6% |
| Participant deferral / active EE | $4,812 | $3,381+42.3% | $4,672+3.0% | $3,350+43.7% |
| Admin fee / account holder | $20 | $698-97.2% | $8,547-99.8% | $521-96.2% |