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 | $2,287 |
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 | $123,975 | $70,908+74.8% | $98,907+25.3% | $73,488+68.7% |
| Participation rate | 78.6% | 73.8%+4.9pp | 76.0%+2.6pp | 70.7%+8.0pp |
| Annual return | 18.83% | 34.17%-15.3pp | 196.43%-177.6pp | 28.51%-9.7pp |
| Employer contribution / active EE | $762 | $2,036-62.6% | $2,689-71.7% | $2,270-66.4% |
| Participant deferral / active EE | $4,616 | $3,500+31.9% | $4,244+8.8% | $3,740+23.4% |
| Admin fee / account holder | $9 | $535-98.3% | $6,642-99.9% | $513-98.2% |