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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,844 | $66,098+29.9% | $101,794-15.7% | $74,304+15.5% |
| Participation rate | 76.7% | 53.8%+22.9pp | 69.2%+7.5pp | 60.3%+16.3pp |
| Annual return | 16.26% | 19.59%-3.3pp | 30.53%-14.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,786 | $1,082+65.1% | $2,289-22.0% | $2,241-20.3% |
| Participant deferral / active EE | $2,569 | $2,781-7.6% | $4,084-37.1% | $3,767-31.8% |
| Admin fee / account holder | $5 | $4,146-99.9% | $8,777-99.9% | $2,969-99.8% |