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 | $604 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,318 | $86,655-1.5% | $119,609-28.7% | $66,914+27.5% |
| Participation rate | 71.5% | 75.6%-4.0pp | 79.3%-7.7pp | 69.8%+1.7pp |
| Annual return | -12.82% | -8.00%-4.8pp | -14.97%+2.1pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,368 | $2,536-46.0% | $4,232-67.7% | $2,544-46.2% |
| Participant deferral / active EE | $3,138 | $4,358-28.0% | $5,602-44.0% | $4,237-25.9% |
| Admin fee / account holder | $6 | $755-99.3% | $10,323-99.9% | $593-99.1% |