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 | $9,226 |
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 | $64,966 | $48,064+35.2% | $78,778-17.5% | $69,631-6.7% |
| Participation rate | 79.7% | 61.6%+18.2pp | 69.2%+10.5pp | 70.7%+9.0pp |
| Annual return | 17.17% | 21.81%-4.6pp | 35.62%-18.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,215 | $744+63.4% | $1,986-38.8% | $2,032-40.2% |
| Participant deferral / active EE | $3,916 | $2,079+88.4% | $2,958+32.4% | $3,224+21.5% |
| Admin fee / account holder | $14 | $152-91.1% | $5,134-99.7% | $110-87.7% |