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 | $1,185 |
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 | $81,708 | $59,263+37.9% | $96,562-15.4% | $79,386+2.9% |
| Participation rate | 73.7% | 61.9%+11.8pp | 69.8%+3.9pp | 70.7%+3.0pp |
| Annual return | 11.62% | 27.07%-15.5pp | 37.78%-26.2pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,733 | $1,216+42.6% | $2,356-26.5% | $2,427-28.6% |
| Participant deferral / active EE | $2,443 | $2,948-17.1% | $3,849-36.5% | $4,046-39.6% |
| Admin fee / account holder | $11 | $658-98.3% | $6,181-99.8% | $626-98.2% |