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 |
|---|---|---|
Service code 13 · EIN 82-0433443 | Contract Administrator | $2,845 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $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 | $40,616 | $75,183-46.0% | $123,892-67.2% | $55,167-26.4% |
| Participation rate | 95.7% | 72.8%+22.9pp | 81.4%+14.3pp | 69.0%+26.8pp |
| Annual return | 22.24% | 19.01%+3.2pp | 47.52%-25.3pp | 169.23%-147.0pp |
| Employer contribution / active EE | $5,602 | $2,823+98.4% | $4,617+21.3% | $1,963+185.4% |
| Participant deferral / active EE | $6,937 | $5,084+36.4% | $5,984+15.9% | $3,054+127.1% |
| Admin fee / account holder | $20 | $663-97.1% | $8,357-99.8% | $504-96.1% |