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 | $1,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,353 | $55,453-59.7% | $170,442-86.9% | $62,292-64.1% |
| Participation rate | 71.0% | 66.4%+4.6pp | 83.6%-12.6pp | 69.5%+1.5pp |
| Annual return | 14.62% | 21.38%-6.8pp | 205.93%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $783 | $2,164-63.8% | $5,433-85.6% | $2,042-61.7% |
| Participant deferral / active EE | $250 | $2,303-89.1% | $4,939-94.9% | $3,169-92.1% |
| Admin fee / account holder | $8 | $455-98.2% | $13,880-99.9% | $479-98.3% |