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 AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,646 | $58,726+3.3% | $92,233-34.2% | $62,292-2.6% |
| Participation rate | 73.5% | 68.3%+5.2pp | 76.5%-3.0pp | 69.5%+4.0pp |
| Annual return | 18.60% | 43.62%-25.0pp | 176.28%-157.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $2,122 | $2,392-11.3% | $3,679-42.3% | $2,042+3.9% |
| Participant deferral / active EE | $4,511 | $2,766+63.1% | $3,897+15.8% | $3,169+42.4% |
| Admin fee / account holder | $11 | $556-98.0% | $5,194-99.8% | $479-97.6% |