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 RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,025 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,646 | $60,545+10.1% | $92,233-27.7% | $69,631-4.3% |
| Participation rate | 95.8% | 72.2%+23.6pp | 76.5%+19.3pp | 70.7%+25.1pp |
| Annual return | 18.60% | 19.71%-1.1pp | 176.28%-157.7pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $2,674 | $2,633+1.6% | $3,679-27.3% | $2,032+31.6% |
| Participant deferral / active EE | $4,733 | $2,828+67.4% | $3,897+21.5% | $3,224+46.8% |
| Admin fee / account holder | $4 | $145-97.4% | $5,194-99.9% | $110-96.6% |