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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,053 | $59,417+31.4% | $93,606-16.6% | $74,495+4.8% |
| Participation rate | 76.9% | 59.7%+17.2pp | 68.7%+8.1pp | 67.2%+9.7pp |
| Annual return | 14.64% | 81.83%-67.2pp | 133.20%-118.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,987 | $1,264+57.2% | $2,420-17.9% | $2,623-24.3% |
| Participant deferral / active EE | $3,077 | $3,050+0.9% | $4,411-30.3% | $4,346-29.2% |
| Admin fee / account holder | $7 | $3,021-99.8% | $8,285-99.9% | $1,942-99.6% |