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 | $4,606 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,225 | $81,537-0.4% | $149,718-45.7% | $69,631+16.7% |
| Participation rate | 80.9% | 86.1%-5.2pp | 87.1%-6.1pp | 70.7%+10.2pp |
| Annual return | 29.90% | 22.79%+7.1pp | 1501.63%-1471.7pp | 27571.02%-27541.1pp |
| Employer contribution / active EE | $2,759 | $3,239-14.8% | $5,445-49.3% | $2,032+35.8% |
| Participant deferral / active EE | $1,881 | $4,994-62.3% | $6,569-71.4% | $3,224-41.6% |
| Admin fee / account holder | $17 | $107-84.2% | $11,283-99.9% | $110-84.7% |