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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $813 |
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 | $385,444 | $79,171+386.9% | $102,423+276.3% | $74,495+417.4% |
| Participation rate | 97.4% | 74.8%+22.6pp | 76.5%+20.9pp | 67.2%+30.2pp |
| Annual return | 29.60% | 54.93%-25.3pp | 29.32%+0.3pp | 1364.94%-1335.3pp |
| Employer contribution / active EE | $6,699 | $2,362+183.6% | $3,023+121.6% | $2,623+155.4% |
| Participant deferral / active EE | $9,599 | $4,415+117.4% | $5,053+90.0% | $4,346+120.9% |
| Admin fee / account holder | $13 | $2,001-99.3% | $9,451-99.9% | $1,942-99.3% |