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 REASEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE ST. · LOS ANGELES, CA 90071 | Recordkeeping | $11,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,201 | $69,305-16.0% | $82,313-29.3% | $69,631-16.4% |
| Participation rate | 71.8% | 80.3%-8.5pp | 76.9%-5.1pp | 70.7%+1.1pp |
| Annual return | 22.98% | 21.47%+1.5pp | 25.88%-2.9pp | 27571.02%-27548.0pp |
| Employer contribution / active EE | $1,803 | $1,887-4.4% | $2,428-25.7% | $2,032-11.3% |
| Participant deferral / active EE | $3,114 | $3,568-12.7% | $3,706-16.0% | $3,224-3.4% |
| Admin fee / account holder | $40 | $97-59.0% | $5,608-99.3% | $110-64.0% |