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: AMERICAN FUNDS RECORD KEEPER Service code 15 12711 N. MERIDIAN ST. · CARMEL, ID 460329181 | Recordkeeping | $3,960 |
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 | $71,481 | $55,453+28.9% | $170,442-58.1% | $62,292+14.8% |
| Participation rate | 84.0% | 66.4%+17.6pp | 83.6%+0.4pp | 69.5%+14.5pp |
| Annual return | 19.25% | 21.38%-2.1pp | 205.93%-186.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $1,701 | $2,164-21.4% | $5,433-68.7% | $2,042-16.7% |
| Participant deferral / active EE | $3,763 | $2,303+63.4% | $4,939-23.8% | $3,169+18.7% |
| Admin fee / account holder | $16 | $455-96.5% | $13,880-99.9% | $479-96.7% |