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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,918 | $74,706+35.1% | $75,696+33.3% | $79,386+27.1% |
| Participation rate | 94.9% | 75.3%+19.6pp | 74.8%+20.1pp | 70.7%+24.2pp |
| Annual return | 16.77% | 18.52%-1.8pp | 104.53%-87.8pp | 116.85%-100.1pp |
| Employer contribution / active EE | $3,094 | $2,590+19.5% | $2,743+12.8% | $2,427+27.5% |
| Participant deferral / active EE | $6,441 | $3,533+82.3% | $3,821+68.6% | $4,046+59.2% |
| Admin fee / account holder | $0 | $374-99.9% | $3,619-100.0% | $626-100.0% |