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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $27,658 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,341 | $86,944+41.9% | $107,525+14.7% | $74,304+66.0% |
| Participation rate | 91.5% | 59.6%+31.9pp | 75.1%+16.4pp | 60.3%+31.1pp |
| Annual return | 14.65% | 23.52%-8.9pp | 181.32%-166.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,818 | $2,757-34.0% | $3,754-51.6% | $2,241-18.9% |
| Participant deferral / active EE | $6,464 | $3,554+81.9% | $5,116+26.4% | $3,767+71.6% |
| Admin fee / account holder | $95 | $3,727-97.5% | $8,919-98.9% | $2,969-96.8% |