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 3-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 | $3,019 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $56,098 | $46,360+21.0% | $147,614-62.0% | $52,331+7.2% |
| Participation rate | 82.9% | 64.9%+17.9pp | 84.6%-1.7pp | 68.1%+14.8pp |
| Annual return | 0.41% | 1.62%-1.2pp | 61.98%-61.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $3,030 | $2,126+42.5% | $5,564-45.5% | $1,882+61.0% |
| Participant deferral / active EE | $3,218 | $2,258+42.5% | $4,895-34.3% | $3,022+6.5% |
| Admin fee / account holder | -$58 | $766-107.5% | $11,611-100.5% | $592-109.7% |