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 SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,263 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,331 | $122,239+4.2% | $184,203-30.9% | $74,495+70.9% |
| Participation rate | 85.0% | 85.5%-0.5pp | 86.8%-1.8pp | 67.2%+17.8pp |
| Annual return | 13.81% | 19.95%-6.1pp | 28.81%-15.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $5,555 | $4,537+22.4% | $6,427-13.6% | $2,623+111.8% |
| Participant deferral / active EE | $4,531 | $7,139-36.5% | $9,131-50.4% | $4,346+4.3% |
| Admin fee / account holder | $8 | $1,260-99.4% | $13,901-99.9% | $1,942-99.6% |