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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,994 |
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 | $146,083 | $63,924+128.5% | $108,579+34.5% | $55,167+164.8% |
| Participation rate | 89.0% | 74.3%+14.6pp | 79.6%+9.4pp | 69.0%+20.0pp |
| Annual return | 6.84% | 15.31%-8.5pp | -51.70%+58.5pp | 169.23%-162.4pp |
| Employer contribution / active EE | $500 | $1,879-73.4% | $3,758-86.7% | $1,963-74.5% |
| Participant deferral / active EE | $7,359 | $3,067+140.0% | $4,311+70.7% | $3,054+141.0% |
| Admin fee / account holder | $16 | $618-97.4% | $7,645-99.8% | $504-96.8% |