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 AND MANAGEMENT CO Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,969 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,444 | $88,324-63.3% | $115,037-71.8% | $55,191-41.2% |
| Participation rate | 73.0% | 72.5%+0.4pp | 81.4%-8.4pp | 69.2%+3.8pp |
| Annual return | 3.01% | 6.30%-3.3pp | 26.14%-23.1pp | 10.78%-7.8pp |
| Employer contribution / active EE | $2,257 | $2,805-19.5% | $4,608-51.0% | $1,899+18.9% |
| Participant deferral / active EE | $5,130 | $5,042+1.7% | $6,026-14.9% | $3,046+68.4% |
| Admin fee / account holder | $15 | $105-85.8% | $8,175-99.8% | $91-83.6% |