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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,331 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,825 | $86,655+24.4% | $119,609-9.9% | $66,914+61.1% |
| Participation rate | 89.4% | 75.6%+13.9pp | 79.3%+10.2pp | 69.8%+19.6pp |
| Annual return | -18.91% | -8.00%-10.9pp | -14.97%-3.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $6,271 | $2,536+147.3% | $4,232+48.2% | $2,544+146.5% |
| Participant deferral / active EE | $5,035 | $4,358+15.5% | $5,602-10.1% | $4,237+18.8% |
| Admin fee / account holder | $19 | $755-97.5% | $10,323-99.8% | $593-96.9% |