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 4-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 | $638 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,672 | $65,557-65.4% | $64,056-64.6% | $71,457-68.3% |
| Participation rate | 93.7% | 73.2%+20.5pp | 72.3%+21.4pp | 67.9%+25.8pp |
| Annual return | 14.38% | 18.94%-4.6pp | 33.69%-19.3pp | 28.85%-14.5pp |
| Employer contribution / active EE | $2,291 | $2,669-14.2% | $2,747-16.6% | $2,588-11.5% |
| Participant deferral / active EE | $2,710 | $3,626-25.2% | $3,880-30.1% | $4,289-36.8% |
| Admin fee / account holder | $5 | $616-99.2% | $3,068-99.8% | $1,587-99.7% |