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 | $2,010 |
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 | $105,229 | $66,310+58.7% | $93,606+12.4% | $65,185+61.4% |
| Participation rate | 76.6% | 74.0%+2.6pp | 75.8%+0.8pp | 70.2%+6.4pp |
| Annual return | 26.37% | 42.58%-16.2pp | 32.76%-6.4pp | 29.38%-3.0pp |
| Employer contribution / active EE | $672 | $2,012-66.6% | $2,718-75.3% | $2,177-69.1% |
| Participant deferral / active EE | $4,122 | $3,342+23.3% | $4,069+1.3% | $3,514+17.3% |
| Admin fee / account holder | $8 | $6,897-99.9% | $7,888-99.9% | $847-99.1% |