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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,399 | $49,451+80.8% | $79,550+12.4% | $66,914+33.6% |
| Participation rate | 75.0% | 61.3%+13.7pp | 69.5%+5.5pp | 69.8%+5.2pp |
| Annual return | -15.37% | 84.25%-99.6pp | 0.16%-15.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,511 | $1,266+177.4% | $2,413+45.5% | $2,544+38.0% |
| Participant deferral / active EE | $4,604 | $3,159+45.8% | $3,985+15.5% | $4,237+8.7% |
| Admin fee / account holder | $51 | $595-91.4% | $6,832-99.2% | $593-91.4% |