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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 25 · EIN 82-4555287 | Directed Trustee | $3,662 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,865 | $185,342+57.5% | $111,297+162.2% | $86,799+236.3% |
| Participation rate | 99.8% | 81.0%+18.8pp | 77.3%+22.4pp | 72.3%+27.5pp |
| Annual return | 15.58% | 500.80%-485.2pp | 54.65%-39.1pp | 97.91%-82.3pp |
| Employer contribution / active EE | $5,236 | $2,246+133.1% | $2,731+91.7% | $2,405+117.7% |
| Participant deferral / active EE | $7,040 | $4,458+57.9% | $4,487+56.9% | $4,131+70.4% |
| Admin fee / account holder | $8 | $255-96.9% | $7,964-99.9% | $170-95.4% |