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 SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,186 |
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 | $162,569 | $99,957+62.6% | $149,696+8.6% | $73,488+121.2% |
| Participation rate | 91.8% | 75.7%+16.1pp | 82.5%+9.3pp | 70.7%+21.1pp |
| Annual return | 15.06% | 53.87%-38.8pp | 276.60%-261.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $4,226 | $3,191+32.4% | $4,644-9.0% | $2,270+86.1% |
| Participant deferral / active EE | $7,654 | $6,073+26.0% | $6,842+11.9% | $3,740+104.7% |
| Admin fee / account holder | $7 | $551-98.8% | $9,309-99.9% | $513-98.7% |