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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,759 | $54,701+20.2% | $86,188-23.7% | $71,457-8.0% |
| Participation rate | 74.6% | 60.1%+14.5pp | 69.0%+5.7pp | 67.9%+6.7pp |
| Annual return | 18.24% | 20.06%-1.8pp | 1168.45%-1150.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,801 | $1,265+42.3% | $2,380-24.3% | $2,588-30.4% |
| Participant deferral / active EE | $2,764 | $3,108-11.1% | $3,985-30.6% | $4,289-35.6% |
| Admin fee / account holder | $8 | $1,922-99.6% | $6,852-99.9% | $1,587-99.5% |