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: THE CAPITAL GROUP INV ADVISORY SVCS Service code 27 · EIN 46-4255096 | Advisory (Plan) | $9,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
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 | $125,973 | $85,766+46.9% | $136,294-7.6% | $70,131+79.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.64% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,262 | $2,966-23.7% | $4,695-51.8% | $2,342-3.4% |
| Participant deferral / active EE | $8,522 | $5,051+68.7% | $6,247+36.4% | $3,332+155.8% |
| Admin fee / account holder | $98 | $5,420-98.2% | $9,243-98.9% | $4,645-97.9% |