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 Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $37,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,690 | $59,417-29.8% | $93,606-55.5% | $74,495-44.0% |
| Participation rate | 76.1% | 59.7%+16.4pp | 68.7%+7.4pp | 67.2%+8.9pp |
| Annual return | 15.09% | 81.83%-66.7pp | 133.20%-118.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $331 | $1,264-73.8% | $2,420-86.3% | $2,623-87.4% |
| Participant deferral / active EE | $1,570 | $3,050-48.5% | $4,411-64.4% | $4,346-63.9% |
| Admin fee / account holder | $194 | $3,021-93.6% | $8,285-97.7% | $1,942-90.0% |