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 PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,345 |
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 | $61,745 | $52,293+18.1% | $178,490-65.4% | $73,409-15.9% |
| Participation rate | 97.9% | 65.3%+32.6pp | 81.9%+16.0pp | 72.2%+25.7pp |
| Annual return | 18.92% | 34.75%-15.8pp | 151.07%-132.1pp | 59.29%-40.4pp |
| Employer contribution / active EE | $1,999 | $1,735+15.2% | $5,011-60.1% | $2,234-10.5% |
| Participant deferral / active EE | $4,352 | $2,332+86.6% | $5,202-16.3% | $3,805+14.4% |
| Admin fee / account holder | -$11 | $127-108.5% | $13,984-100.1% | $158-106.9% |