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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,388 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,188 | $84,487+64.7% | $125,339+11.0% | $66,914+108.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -13.81% | -8.39%-5.4pp | 572.05%-585.9pp | 1.58%-15.4pp |
| Employer contribution / active EE | $3,558 | $3,553+0.1% | $4,814-26.1% | $2,544+39.9% |
| Participant deferral / active EE | $9,333 | $6,781+37.6% | $7,446+25.3% | $4,237+120.3% |
| Admin fee / account holder | $7 | $685-98.9% | $10,010-99.9% | $593-98.8% |