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 GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,472 |
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 | $63,832 | $37,426+70.6% | $77,482-17.6% | $79,858-20.1% |
| Participation rate | 88.6% | 41.5%+47.1pp | 54.2%+34.4pp | 69.6%+18.9pp |
| Annual return | 13.48% | 39.70%-26.2pp | 54.79%-41.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,267 | $637+256.0% | $986+129.8% | $2,471-8.3% |
| Participant deferral / active EE | $6,588 | $1,260+422.9% | $1,861+254.0% | $3,740+76.1% |
| Admin fee / account holder | $30 | $2,504-98.8% | $2,858-98.9% | $5,306-99.4% |