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+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,981 |
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 | $40,697 | $56,199-27.6% | $67,652-39.8% | $59,632-31.8% |
| Participation rate | 91.8% | 71.5%+20.3pp | 75.7%+16.1pp | 68.7%+23.1pp |
| Annual return | -1.32% | 18505.31%-18506.6pp | 6625.04%-6626.4pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $427 | $1,614-73.6% | $2,266-81.2% | $2,203-80.6% |
| Participant deferral / active EE | $3,500 | $2,844+23.1% | $3,560-1.7% | $3,192+9.7% |
| Admin fee / account holder | -$3 | $3,958-100.1% | $4,821-100.1% | $4,297-100.1% |