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 | $5,681 |
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 | $51,019 | $66,750-23.6% | $105,722-51.7% | $57,658-11.5% |
| Participation rate | 98.2% | 79.2%+19.0pp | 78.9%+19.2pp | 70.2%+27.9pp |
| Annual return | 8.78% | 10.99%-2.2pp | 12.25%-3.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,667 | $3,766-55.7% | $4,079-59.1% | $1,974-15.5% |
| Participant deferral / active EE | $3,404 | $4,933-31.0% | $5,326-36.1% | $3,061+11.2% |
| Admin fee / account holder | $13 | $88-84.9% | $8,308-99.8% | $95-86.0% |