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 | $3,168 |
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 | $116,040 | $81,474+42.4% | $133,956-13.4% | $73,488+57.9% |
| Participation rate | 84.5% | 76.4%+8.2pp | 79.8%+4.7pp | 70.7%+13.9pp |
| Annual return | 11.76% | 19.40%-7.6pp | 45.09%-33.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $2,749 | $2,209+24.4% | $3,919-29.8% | $2,270+21.1% |
| Participant deferral / active EE | $3,173 | $3,786-16.2% | $5,048-37.1% | $3,740-15.2% |
| Admin fee / account holder | $15 | $713-97.9% | $8,927-99.8% | $513-97.1% |