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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,414 |
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 | $33,070 | $74,024-55.3% | $77,999-57.6% | $57,658-42.6% |
| Participation rate | 84.0% | 79.7%+4.2pp | 75.5%+8.4pp | 70.2%+13.7pp |
| Annual return | 12.99% | 12.14%+0.8pp | 425.96%-413.0pp | 5.13%+7.9pp |
| Employer contribution / active EE | $718 | $2,365-69.7% | $2,470-70.9% | $1,974-63.6% |
| Participant deferral / active EE | $2,020 | $3,533-42.8% | $3,497-42.2% | $3,061-34.0% |
| Admin fee / account holder | $15 | $93-83.5% | $5,480-99.7% | $95-83.7% |