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 BANK AND TRUST COMPANY Service code 15 P.O. BOX 6040 · INDIANAPOLIS, IN 462402482 | Recordkeeping | $20,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,154 | $48,064-8.1% | $78,778-44.0% | $69,631-36.6% |
| Participation rate | 83.6% | 61.6%+22.0pp | 69.2%+14.4pp | 70.7%+12.9pp |
| Annual return | 15.51% | 21.81%-6.3pp | 35.62%-20.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $616 | $744-17.2% | $1,986-69.0% | $2,032-69.7% |
| Participant deferral / active EE | $2,356 | $2,079+13.3% | $2,958-20.4% | $3,224-26.9% |
| Admin fee / account holder | $50 | $152-67.1% | $5,134-99.0% | $110-54.7% |