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 | $3,619 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,235 | $72,254+45.6% | $86,677+21.4% | $64,808+62.4% |
| Participation rate | 77.9% | 80.4%-2.5pp | 76.6%+1.3pp | 71.5%+6.4pp |
| Annual return | -8.68% | 392.42%-401.1pp | 35.91%-44.6pp | 32.82%-41.5pp |
| Employer contribution / active EE | $1,568 | $2,393-34.5% | $2,836-44.7% | $2,506-37.4% |
| Participant deferral / active EE | $5,882 | $4,658+26.3% | $4,656+26.3% | $4,310+36.5% |
| Admin fee / account holder | $1 | $174-99.7% | $7,493-100.0% | $188-99.7% |