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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,201 | $54,701+92.3% | $86,188+22.1% | $71,457+47.2% |
| Participation rate | 75.7% | 60.1%+15.6pp | 69.0%+6.7pp | 67.9%+7.8pp |
| Annual return | 17.10% | 20.06%-3.0pp | 1168.45%-1151.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,555 | $1,265+181.0% | $2,380+49.4% | $2,588+37.4% |
| Participant deferral / active EE | $5,098 | $3,108+64.0% | $3,985+27.9% | $4,289+18.9% |
| Admin fee / account holder | $41 | $1,922-97.9% | $6,852-99.4% | $1,587-97.4% |