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 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,570 | $119,446+94.7% | $150,045+55.0% | $85,563+171.8% |
| Participation rate | 86.2% | 75.4%+10.8pp | 82.3%+3.9pp | 66.0%+20.2pp |
| Annual return | 18.46% | 23.72%-5.3pp | 62.55%-44.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $9,809 | $4,078+140.5% | $4,693+109.0% | $2,654+269.6% |
| Participant deferral / active EE | $7,887 | $7,985-1.2% | $7,997-1.4% | $4,375+80.3% |
| Admin fee / account holder | $3 | $548-99.5% | $13,435-100.0% | $834-99.7% |