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 SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $788 |
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 | $328,517 | $76,050+332.0% | $96,544+240.3% | $71,457+359.7% |
| Participation rate | 92.2% | 74.4%+17.8pp | 76.0%+16.3pp | 67.9%+24.3pp |
| Annual return | 14.63% | 22.81%-8.2pp | 25.84%-11.2pp | 28.85%-14.2pp |
| Employer contribution / active EE | $3,893 | $2,244+73.5% | $2,965+31.3% | $2,588+50.5% |
| Participant deferral / active EE | $8,268 | $4,215+96.1% | $4,851+70.4% | $4,289+92.8% |
| Admin fee / account holder | $13 | $2,707-99.5% | $8,252-99.8% | $1,587-99.2% |