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 | $2,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,805 | $85,515+284.5% | $112,040+193.5% | $67,986+383.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 18.57% | 29.68%-11.1pp | 24.52%-6.0pp | 31.67%-13.1pp |
| Employer contribution / active EE | $4,371 | $2,191+99.5% | $2,954+48.0% | $2,019+116.5% |
| Participant deferral / active EE | $10,723 | $4,014+167.1% | $5,098+110.4% | $3,358+219.3% |
| Admin fee / account holder | $12 | $3,774-99.7% | $12,098-99.9% | $3,203-99.6% |