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: AMERICAN FUNDS RETIREMENT SERVICES Service code 15 · EIN 95-6817943 | Recordkeeping | $985 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,933 | $91,552+62.7% | $133,956+11.2% | $79,858+86.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.90% | 61.85%-49.9pp | 45.09%-33.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $6,146 | $2,384+157.9% | $3,919+56.8% | $2,471+148.8% |
| Participant deferral / active EE | $1,215 | $3,733-67.5% | $5,048-75.9% | $3,740-67.5% |
| Admin fee / account holder | $8 | $6,321-99.9% | $8,927-99.9% | $5,306-99.8% |