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 SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $600 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,031 | $65,435+407.4% | $86,677+283.1% | $66,914+396.2% |
| Participation rate | 96.7% | 75.5%+21.2pp | 76.6%+20.1pp | 69.8%+26.9pp |
| Annual return | -8.95% | -10.89%+1.9pp | 35.91%-44.9pp | 1.58%-10.5pp |
| Employer contribution / active EE | $3,562 | $2,153+65.4% | $2,836+25.6% | $2,544+40.0% |
| Participant deferral / active EE | $5,791 | $4,100+41.2% | $4,656+24.4% | $4,237+36.7% |
| Admin fee / account holder | $10 | $642-98.4% | $7,493-99.9% | $593-98.2% |