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 | $1,234 |
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 | $150,382 | $89,652+67.7% | $141,162+6.5% | $65,185+130.7% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.5%+11.6pp | 70.2%+23.9pp |
| Annual return | 21.54% | 32.79%-11.3pp | 71.39%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,997 | $3,065-34.8% | $4,735-57.8% | $2,177-8.2% |
| Participant deferral / active EE | $7,508 | $5,691+31.9% | $6,709+11.9% | $3,514+113.7% |
| Admin fee / account holder | $7 | $569-98.7% | $10,261-99.9% | $847-99.1% |