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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,546 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,158 | $98,982-31.1% | $162,163-58.0% | $65,185+4.6% |
| Participation rate | 71.7% | 85.8%-14.0pp | 87.6%-15.8pp | 70.2%+1.5pp |
| Annual return | 20.98% | 24.84%-3.9pp | 115.59%-94.6pp | 29.38%-8.4pp |
| Employer contribution / active EE | $72 | $3,467-97.9% | $5,614-98.7% | $2,177-96.7% |
| Participant deferral / active EE | $3,140 | $5,384-41.7% | $7,298-57.0% | $3,514-10.6% |
| Admin fee / account holder | $8 | $596-98.7% | $10,843-99.9% | $847-99.1% |