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 | $1,100 |
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 | $58,292 | $49,451+17.9% | $79,550-26.7% | $66,914-12.9% |
| Participation rate | 74.0% | 61.3%+12.7pp | 69.5%+4.6pp | 69.8%+4.2pp |
| Annual return | -19.01% | 84.25%-103.3pp | 0.16%-19.2pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,696 | $1,266+34.0% | $2,413-29.7% | $2,544-33.4% |
| Participant deferral / active EE | $2,531 | $3,159-19.9% | $3,985-36.5% | $4,237-40.3% |
| Admin fee / account holder | $9 | $595-98.4% | $6,832-99.9% | $593-98.4% |