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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,544 |
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 | $87,671 | $50,464+73.7% | $75,781+15.7% | $52,331+67.5% |
| Participation rate | 91.7% | 66.8%+24.9pp | 75.8%+15.8pp | 68.1%+23.6pp |
| Annual return | 0.01% | 1.03%-1.0pp | 9.68%-9.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $3,823 | $1,988+92.2% | $3,323+15.0% | $1,882+103.1% |
| Participant deferral / active EE | $5,915 | $2,570+130.1% | $3,651+62.0% | $3,022+95.7% |
| Admin fee / account holder | $42 | $1,103-96.2% | $5,299-99.2% | $592-92.9% |