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 | $16,997 |
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 | $55,374 | $46,173+19.9% | $170,442-67.5% | $69,631-20.5% |
| Participation rate | 97.7% | 63.9%+33.8pp | 83.6%+14.1pp | 70.7%+27.1pp |
| Annual return | 17.96% | 21.62%-3.7pp | 205.93%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,384 | $1,610+48.1% | $5,433-56.1% | $2,032+17.3% |
| Participant deferral / active EE | $4,074 | $2,080+95.8% | $4,939-17.5% | $3,224+26.4% |
| Admin fee / account holder | $18 | $116-84.2% | $13,880-99.9% | $110-83.4% |