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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,723 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,634 | $27,641+177.2% | $61,373+24.9% | $68,494+11.9% |
| Participation rate | 76.6% | 39.5%+37.1pp | 52.6%+24.0pp | 67.9%+8.7pp |
| Annual return | -15.10% | -13.24%-1.9pp | 338.61%-353.7pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,028 | $695+479.1% | $1,159+247.4% | $2,596+55.1% |
| Participant deferral / active EE | $6,766 | $1,263+435.7% | $2,125+218.4% | $4,027+68.0% |
| Admin fee / account holder | $44 | $2,010-97.8% | $2,130-98.0% | $5,403-99.2% |