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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $762 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,562 | $28,956-25.5% | $71,735-69.9% | $64,808-66.7% |
| Participation rate | 75.8% | 65.2%+10.6pp | 62.3%+13.5pp | 71.5%+4.3pp |
| Annual return | -15.44% | -7.39%-8.1pp | 9.14%-24.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,126 | $1,159-2.8% | $1,704-33.9% | $2,506-55.1% |
| Participant deferral / active EE | $2,084 | $2,686-22.4% | $2,658-21.6% | $4,310-51.7% |
| Admin fee / account holder | $15 | $124-87.6% | $3,974-99.6% | $188-91.8% |