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 | $3,259 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,264 | $99,078+12.3% | $96,544+15.2% | $74,419+49.5% |
| Participation rate | 83.0% | 80.7%+2.3pp | 76.0%+7.0pp | 70.7%+12.3pp |
| Annual return | 12.89% | 22.48%-9.6pp | 25.84%-13.0pp | 34.38%-21.5pp |
| Employer contribution / active EE | $1,754 | $2,570-31.8% | $2,965-40.9% | $2,637-33.5% |
| Participant deferral / active EE | $6,515 | $4,933+32.1% | $4,851+34.3% | $4,528+43.9% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |