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 | $1,000 |
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 | $57,936 | $67,606-14.3% | $82,313-29.6% | $70,131-17.4% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.9%+1.5pp | 69.5%+8.9pp |
| Annual return | 14.58% | 21.57%-7.0pp | 25.88%-11.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,207 | $1,755-31.2% | $2,428-50.3% | $2,342-48.5% |
| Participant deferral / active EE | $1,753 | $2,987-41.3% | $3,706-52.7% | $3,332-47.4% |
| Admin fee / account holder | $12 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |