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 | $87,870+274.2% | $113,168+190.5% | $74,304+342.5% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 18.57% | 26.44%-7.9pp | 24.27%-5.7pp | 29.43%-10.9pp |
| Employer contribution / active EE | $4,371 | $2,277+92.0% | $2,975+46.9% | $2,241+95.1% |
| Participant deferral / active EE | $10,723 | $4,241+152.9% | $5,107+110.0% | $3,767+184.6% |
| Admin fee / account holder | $12 | $3,368-99.6% | $12,068-99.9% | $2,969-99.6% |