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 | $3,690 |
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 | $118,022 | $88,890+32.8% | $102,423+15.2% | $77,643+52.0% |
| Participation rate | 82.0% | 80.9%+1.1pp | 76.5%+5.5pp | 70.6%+11.4pp |
| Annual return | 10.17% | 24.98%-14.8pp | 29.32%-19.2pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,798 | $2,698-33.3% | $3,023-40.5% | $2,726-34.0% |
| Participant deferral / active EE | $6,506 | $5,145+26.4% | $5,053+28.8% | $4,647+40.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |