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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,866 | $59,417+101.7% | $93,606+28.1% | $74,495+60.9% |
| Participation rate | 70.7% | 59.7%+11.0pp | 68.7%+2.0pp | 67.2%+3.5pp |
| Annual return | 13.85% | 81.83%-68.0pp | 133.20%-119.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,401 | $1,264+169.1% | $2,420+40.5% | $2,623+29.7% |
| Participant deferral / active EE | $5,226 | $3,050+71.4% | $4,411+18.5% | $4,346+20.3% |
| Admin fee / account holder | $38 | $3,021-98.8% | $8,285-99.5% | $1,942-98.1% |