Filed December 18, 2017
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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,717 | $59,263+34.5% | $96,562-17.4% | $79,386+0.4% |
| Participation rate | 74.0% | 61.9%+12.1pp | 69.8%+4.2pp | 70.7%+3.3pp |
| Annual return | 15.62% | 27.07%-11.4pp | 37.78%-22.2pp | 116.85%-101.2pp |
| Employer contribution / active EE | $3,716 | $1,216+205.7% | $2,356+57.7% | $2,427+53.1% |
| Participant deferral / active EE | $5,081 | $2,948+72.4% | $3,849+32.0% | $4,046+25.6% |
| Admin fee / account holder | $8 | $658-98.9% | $6,181-99.9% | $626-98.8% |