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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,884 | $58,208-34.9% | $81,812-53.7% | $80,856-53.1% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 14.63% | 41.66%-27.0pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,275 | $2,340-45.5% | $2,912-56.2% | $2,755-53.7% |
| Participant deferral / active EE | $1,319 | $3,281-59.8% | $4,319-69.5% | $4,296-69.3% |
| Admin fee / account holder | $5 | $4,981-99.9% | $7,386-99.9% | $6,918-99.9% |