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 | $10,765 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,920 | $106,028-50.1% | $146,958-64.0% | $77,643-31.8% |
| Participation rate | 86.9% | 78.4%+8.6pp | 82.2%+4.8pp | 70.6%+16.4pp |
| Annual return | 26.52% | 56.73%-30.2pp | 418.34%-391.8pp | 31.24%-4.7pp |
| Employer contribution / active EE | $1,069 | $4,063-73.7% | $4,933-78.3% | $2,726-60.8% |
| Participant deferral / active EE | $2,273 | $7,990-71.6% | $8,070-71.8% | $4,647-51.1% |
| Admin fee / account holder | $32 | $337-90.6% | $12,998-99.8% | $430-92.6% |