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 | $13,113 |
Participant 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 | $44,637 | $104,317-57.2% | $159,436-72.0% | $86,799-48.6% |
| Participation rate | 93.6% | 77.7%+15.9pp | 82.8%+10.8pp | 72.3%+21.3pp |
| Annual return | 19.77% | 26.32%-6.5pp | 263.57%-243.8pp | 97.91%-78.1pp |
| Employer contribution / active EE | $938 | $3,451-72.8% | $4,829-80.6% | $2,405-61.0% |
| Participant deferral / active EE | $2,064 | $6,837-69.8% | $7,352-71.9% | $4,131-50.0% |
| Admin fee / account holder | $35 | $172-79.5% | $10,799-99.7% | $170-79.2% |