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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,166 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,013 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,629 | $55,214-13.7% | $104,607-54.5% | $73,488-35.2% |
| Participation rate | 70.1% | 67.8%+2.3pp | 74.1%-4.0pp | 70.7%-0.6pp |
| Annual return | 17.72% | 24.79%-7.1pp | 340.46%-322.7pp | 28.51%-10.8pp |
| Employer contribution / active EE | $3,016 | $1,468+105.5% | $2,681+12.5% | $2,270+32.9% |
| Participant deferral / active EE | $5,316 | $2,925+81.8% | $3,740+42.2% | $3,740+42.2% |
| Admin fee / account holder | $205 | $424-51.5% | $6,473-96.8% | $513-60.0% |