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 FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $263 |
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 | $242,666 | $59,186+310.0% | $76,768+216.1% | $56,287+331.1% |
| Participation rate | 90.2% | 75.2%+15.0pp | 77.0%+13.3pp | 69.9%+20.4pp |
| Annual return | 13.54% | 6.62%+6.9pp | 2.43%+11.1pp | -9.96%+23.5pp |
| Employer contribution / active EE | $4,077 | $1,759+131.9% | $2,485+64.1% | $2,111+93.2% |
| Participant deferral / active EE | $5,492 | $3,255+68.7% | $3,852+42.6% | $3,350+64.0% |
| Admin fee / account holder | $5 | $489-99.0% | $6,675-99.9% | $521-99.1% |