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 SERV. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,765 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,049 | $62,132-43.6% | $185,823-81.1% | $73,488-52.3% |
| Participation rate | 96.7% | 67.8%+28.9pp | 78.0%+18.7pp | 70.7%+26.0pp |
| Annual return | 12.27% | 20.44%-8.2pp | 35.95%-23.7pp | 28.51%-16.2pp |
| Employer contribution / active EE | $2,140 | $1,681+27.3% | $4,087-47.7% | $2,270-5.7% |
| Participant deferral / active EE | $3,381 | $3,711-8.9% | $5,632-40.0% | $3,740-9.6% |
| Admin fee / account holder | $23 | $419-94.6% | $9,500-99.8% | $513-95.6% |