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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,822 |
Service code 27 3707 W MAPLE RD · BLOOMFIELD, MI 48301 | Advisory (Plan) | $15,807 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,549 | $59,584-47.1% | $86,874-63.7% | $79,386-60.3% |
| Participation rate | 97.5% | 67.7%+29.9pp | 71.6%+25.9pp | 70.7%+26.8pp |
| Annual return | 13.07% | 23.15%-10.1pp | 63.52%-50.5pp | 116.85%-103.8pp |
| Employer contribution / active EE | $3,036 | $1,768+71.7% | $2,495+21.6% | $2,427+25.1% |
| Participant deferral / active EE | $4,240 | $3,036+39.6% | $3,699+14.6% | $4,046+4.8% |
| Admin fee / account holder | $114 | $604-81.2% | $5,828-98.1% | $626-81.9% |