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 | $3,113 |
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 | $91,224 | $55,453+64.5% | $170,442-46.5% | $62,292+46.4% |
| Participation rate | 95.5% | 66.4%+29.2pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 19.59% | 21.38%-1.8pp | 205.93%-186.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $5,813 | $2,164+168.7% | $5,433+7.0% | $2,042+184.7% |
| Participant deferral / active EE | $4,990 | $2,303+116.7% | $4,939+1.0% | $3,169+57.5% |
| Admin fee / account holder | $25 | $455-94.5% | $13,880-99.8% | $479-94.8% |