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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVS Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $4,821 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,095 | $80,968-7.3% | $96,544-22.2% | $75,163-0.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.44% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $704 | $2,282-69.2% | $2,965-76.3% | $2,670-73.6% |
| Participant deferral / active EE | $3,474 | $3,928-11.6% | $4,851-28.4% | $4,125-15.8% |
| Admin fee / account holder | $52 | $6,724-99.2% | $8,252-99.4% | $5,651-99.1% |