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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,938 | $65,322+25.4% | $70,449+16.3% | $73,488+11.5% |
| Participation rate | 96.2% | 77.0%+19.3pp | 75.1%+21.2pp | 70.7%+25.5pp |
| Annual return | 16.95% | 15.71%+1.2pp | 109.03%-92.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $2,387 | $2,460-3.0% | $2,737-12.8% | $2,270+5.1% |
| Participant deferral / active EE | $6,374 | $3,375+88.9% | $3,709+71.9% | $3,740+70.4% |
| Admin fee / account holder | $0 | $214-99.8% | $3,845-100.0% | $513-99.9% |