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 CO Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $2,075 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,583 | $44,873-56.4% | $79,464-75.4% | $56,287-65.2% |
| Participation rate | 99.6% | 68.7%+30.8pp | 73.3%+26.2pp | 69.9%+29.7pp |
| Annual return | 15.05% | 0.81%+14.2pp | 718.14%-703.1pp | -9.96%+25.0pp |
| Employer contribution / active EE | $3,431 | $2,140+60.3% | $2,800+22.5% | $2,111+62.5% |
| Participant deferral / active EE | $1,508 | $2,746-45.1% | $3,704-59.3% | $3,350-55.0% |
| Admin fee / account holder | $7 | $418-98.4% | $5,113-99.9% | $521-98.7% |