See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Service code 54 P.O. BOX 6014 · INDIANAPOLIS, IN 46206 | Sales Loads | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,326 | $54,320+1.9% | $67,652-18.2% | $52,331+5.7% |
| Participation rate | 76.3% | 73.6%+2.7pp | 75.7%+0.7pp | 68.1%+8.2pp |
| Annual return | 1.48% | 6.81%-5.3pp | 6625.04%-6623.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $671 | $1,544-56.6% | $2,266-70.4% | $1,882-64.4% |
| Participant deferral / active EE | $2,786 | $2,950-5.6% | $3,560-21.7% | $3,022-7.8% |
| Admin fee / account holder | $26 | $527-95.0% | $4,821-99.5% | $592-95.5% |