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 | $2,930 |
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 | $14,565 | $52,953-72.5% | $172,739-91.6% | $65,185-77.7% |
| Participation rate | 83.9% | 66.2%+17.7pp | 82.6%+1.3pp | 70.2%+13.7pp |
| Annual return | 24.18% | 30.12%-5.9pp | 802.84%-778.7pp | 29.38%-5.2pp |
| Employer contribution / active EE | $407 | $2,190-81.4% | $5,143-92.1% | $2,177-81.3% |
| Participant deferral / active EE | $1,055 | $2,471-57.3% | $5,198-79.7% | $3,514-70.0% |
| Admin fee / account holder | $12 | $472-97.4% | $13,954-99.9% | $847-98.6% |