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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,438 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,277 | $70,908+93.6% | $98,907+38.8% | $73,488+86.8% |
| Participation rate | 81.4% | 73.8%+7.7pp | 76.0%+5.4pp | 70.7%+10.7pp |
| Annual return | 17.79% | 34.17%-16.4pp | 196.43%-178.6pp | 28.51%-10.7pp |
| Employer contribution / active EE | $2,209 | $2,036+8.5% | $2,689-17.9% | $2,270-2.7% |
| Participant deferral / active EE | $6,656 | $3,500+90.2% | $4,244+56.8% | $3,740+78.0% |
| Admin fee / account holder | $13 | $535-97.5% | $6,642-99.8% | $513-97.4% |