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 GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,758 |
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 | $62,948 | $31,679+98.7% | $74,701-15.7% | $65,185-3.4% |
| Participation rate | 70.9% | 40.4%+30.6pp | 54.5%+16.4pp | 70.2%+0.7pp |
| Annual return | 20.00% | 39.04%-19.0pp | 752.92%-732.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,303 | $566+130.2% | $1,084+20.3% | $2,177-40.1% |
| Participant deferral / active EE | $4,457 | $1,191+274.3% | $1,964+127.0% | $3,514+26.8% |
| Admin fee / account holder | $33 | $379-91.3% | $3,333-99.0% | $847-96.1% |