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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,250 |
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 | $153,303 | $91,407+67.7% | $135,903+12.8% | $71,457+114.5% |
| Participation rate | 99.4% | 75.7%+23.7pp | 81.9%+17.5pp | 67.9%+31.4pp |
| Annual return | 19.97% | 29.90%-9.9pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $3,463 | $3,703-6.5% | $4,856-28.7% | $2,588+33.8% |
| Participant deferral / active EE | $9,281 | $7,092+30.9% | $7,758+19.6% | $4,289+116.4% |
| Admin fee / account holder | $6 | $1,266-99.5% | $10,762-99.9% | $1,587-99.6% |