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 | $1,112 |
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 | $126,258 | $64,348+96.2% | $90,160+40.0% | $70,131+80.0% |
| Participation rate | 76.3% | 70.4%+5.8pp | 76.9%-0.6pp | 69.5%+6.7pp |
| Annual return | 16.64% | 28.13%-11.5pp | 34.88%-18.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,247 | $2,046-39.1% | $3,318-62.4% | $2,342-46.8% |
| Participant deferral / active EE | $7,647 | $4,389+74.2% | $5,288+44.6% | $3,332+129.5% |
| Admin fee / account holder | $10 | $3,944-99.7% | $5,943-99.8% | $4,645-99.8% |