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 PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,318 |
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 | $51,222 | $62,928-18.6% | $172,739-70.3% | $67,579-24.2% |
| Participation rate | 98.0% | 64.5%+33.5pp | 82.6%+15.3pp | 71.3%+26.7pp |
| Annual return | 21.47% | 30.36%-8.9pp | 802.84%-781.4pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,041 | $1,636+24.8% | $5,143-60.3% | $2,148-5.0% |
| Participant deferral / active EE | $4,116 | $2,145+91.9% | $5,198-20.8% | $3,539+16.3% |
| Admin fee / account holder | -$5 | $167-102.9% | $13,954-100.0% | $142-103.4% |