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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $775 |
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 | $30,378 | $73,867-58.9% | $143,757-78.9% | $68,494-55.6% |
| Participation rate | 73.3% | 66.7%+6.6pp | 80.3%-7.1pp | 67.9%+5.4pp |
| Annual return | -20.71% | 1.01%-21.7pp | -0.04%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $888 | $3,184-72.1% | $4,951-82.1% | $2,596-65.8% |
| Participant deferral / active EE | $3,741 | $3,384+10.5% | $5,637-33.6% | $4,027-7.1% |
| Admin fee / account holder | $6 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |