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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,816 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,002 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,280 | $60,488-11.9% | $109,895-51.5% | $79,386-32.9% |
| Participation rate | 74.3% | 67.0%+7.3pp | 74.2%+0.1pp | 70.7%+3.6pp |
| Annual return | 14.20% | 189.57%-175.4pp | 29.45%-15.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $3,018 | $1,649+83.1% | $2,842+6.2% | $2,427+24.3% |
| Participant deferral / active EE | $4,993 | $3,220+55.0% | $4,048+23.3% | $4,046+23.4% |
| Admin fee / account holder | $226 | $605-62.5% | $6,066-96.3% | $626-63.9% |