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 | $12,075 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $136,684 | $72,404+88.8% | $110,238+24.0% | $64,186+113.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.27% | -6.29%+2.0pp | 314.74%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $7,058 | $2,282+209.4% | $3,826+84.5% | $2,381+196.5% |
| Participant deferral / active EE | $5,919 | $3,469+70.6% | $4,672+26.7% | $3,470+70.6% |
| Admin fee / account holder | $88 | $5,664-98.5% | $8,547-99.0% | $4,888-98.2% |