See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS9+ years Filed as: CAPITAL RESEARCH & CONSULTING, LLC Service code 28 · EIN 95-4660745 | Investment Management | $14,924 |
TIAA3 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $12,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,009 | $60,323-20.4% | $81,812-41.3% | $74,495-35.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.95% | 16.90%-0.9pp | 773.79%-757.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,501 | $2,620-42.7% | $2,912-48.5% | $2,623-42.8% |
| Participant deferral / active EE | $2,612 | $3,387-22.9% | $4,319-39.5% | $4,346-39.9% |
| Admin fee / account holder | $140 | $1,486-90.6% | $7,386-98.1% | $1,942-92.8% |