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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,360 | $71,516+87.9% | $98,439+36.5% | $71,457+88.0% |
| Participation rate | 73.2% | 72.7%+0.5pp | 75.2%-2.0pp | 67.9%+5.3pp |
| Annual return | 18.20% | 32.41%-14.2pp | 21.16%-3.0pp | 28.85%-10.7pp |
| Employer contribution / active EE | $2,191 | $2,399-8.7% | $3,048-28.1% | $2,588-15.3% |
| Participant deferral / active EE | $6,531 | $4,109+58.9% | $4,738+37.8% | $4,289+52.3% |
| Admin fee / account holder | $20 | $1,675-98.8% | $8,948-99.8% | $1,587-98.7% |