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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 25 · EIN 82-4555287 | Directed Trustee | $4,338 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,966 | $72,254+222.4% | $86,677+168.8% | $64,808+259.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -18.87% | 392.42%-411.3pp | 35.91%-54.8pp | 32.82%-51.7pp |
| Employer contribution / active EE | $5,639 | $2,393+135.6% | $2,836+98.8% | $2,506+125.0% |
| Participant deferral / active EE | $7,923 | $4,658+70.1% | $4,656+70.2% | $4,310+83.8% |
| Admin fee / account holder | $9 | $174-94.8% | $7,493-99.9% | $188-95.1% |