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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,772 | $95,416-63.6% | $185,823-81.3% | $85,850-59.5% |
| Participation rate | 83.5% | 68.8%+14.8pp | 81.7%+1.8pp | 69.3%+14.2pp |
| Annual return | 14.23% | 23.59%-9.4pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $944 | $3,314-71.5% | $5,167-81.7% | $2,565-63.2% |
| Participant deferral / active EE | $3,462 | $3,423+1.1% | $5,568-37.8% | $3,952-12.4% |
| Admin fee / account holder | $31 | $7,213-99.6% | $16,237-99.8% | $6,260-99.5% |