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 | $3,850 |
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 | $78,902 | $80,005-1.4% | $140,016-43.6% | $55,725+41.6% |
| Participation rate | 93.9% | 87.0%+6.9pp | 87.5%+6.4pp | 70.9%+23.1pp |
| Annual return | 23.36% | 0.46%+22.9pp | 651.12%-627.8pp | 244.93%-221.6pp |
| Employer contribution / active EE | $3,137 | $3,403-7.8% | $5,606-44.0% | $2,078+50.9% |
| Participant deferral / active EE | $2,516 | $5,264-52.2% | $6,927-63.7% | $3,356-25.0% |
| Admin fee / account holder | $11 | $116-90.6% | $10,705-99.9% | $115-90.6% |