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 | $712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,831 | $136,307+53.2% | $177,821+17.4% | $73,488+184.2% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.7%+9.5pp | 70.7%+26.5pp |
| Annual return | 15.75% | 18.68%-2.9pp | 48.32%-32.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $5,005 | $3,712+34.8% | $5,918-15.4% | $2,270+120.5% |
| Participant deferral / active EE | $11,816 | $5,829+102.7% | $7,714+53.2% | $3,740+216.0% |
| Admin fee / account holder | $6 | $596-99.1% | $12,427-100.0% | $513-98.9% |