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 | $252 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $131,823 | $69,362+90.0% | $101,248+30.2% | $73,488+79.4% |
| Participation rate | 81.1% | 68.4%+12.8pp | 75.8%+5.3pp | 70.7%+10.5pp |
| Annual return | 22.49% | 18.46%+4.0pp | 46.47%-24.0pp | 28.51%-6.0pp |
| Employer contribution / active EE | $5,564 | $2,628+111.7% | $3,660+52.0% | $2,270+145.1% |
| Participant deferral / active EE | $6,095 | $3,300+84.7% | $4,370+39.5% | $3,740+63.0% |
| Admin fee / account holder | $2 | $704-99.7% | $5,945-100.0% | $513-99.6% |