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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,912 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,514 | $73,404+16.5% | $87,100-1.8% | $67,579+26.5% |
| Participation rate | 91.1% | 80.9%+10.2pp | 76.9%+14.2pp | 71.3%+19.8pp |
| Annual return | 27.13% | 48.29%-21.2pp | 28.19%-1.1pp | 378.56%-351.4pp |
| Employer contribution / active EE | $1,677 | $2,014-16.7% | $2,521-33.5% | $2,148-21.9% |
| Participant deferral / active EE | $6,086 | $3,913+55.5% | $4,049+50.3% | $3,539+72.0% |
| Admin fee / account holder | $4 | $142-97.2% | $7,497-99.9% | $142-97.3% |