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 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,143 |
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 | $152,036 | $58,726+158.9% | $92,233+64.8% | $62,292+144.1% |
| Participation rate | 94.5% | 68.3%+26.2pp | 76.5%+18.0pp | 69.5%+25.0pp |
| Annual return | 22.92% | 43.62%-20.7pp | 176.28%-153.4pp | 28.90%-6.0pp |
| Employer contribution / active EE | $6,618 | $2,392+176.7% | $3,679+79.9% | $2,042+224.1% |
| Participant deferral / active EE | $7,617 | $2,766+175.4% | $3,897+95.5% | $3,169+140.3% |
| Admin fee / account holder | $16 | $556-97.2% | $5,194-99.7% | $479-96.7% |