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 | $1,571 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,993 | $72,277+77.1% | $101,248+26.4% | $79,858+60.3% |
| Participation rate | 75.7% | 68.5%+7.2pp | 75.8%-0.1pp | 69.6%+6.0pp |
| Annual return | 9.77% | 22.30%-12.5pp | 46.47%-36.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,255 | $2,692-16.2% | $3,660-38.4% | $2,471-8.7% |
| Participant deferral / active EE | $4,106 | $3,282+25.1% | $4,370-6.0% | $3,740+9.8% |
| Admin fee / account holder | $21 | $4,400-99.5% | $5,945-99.6% | $5,306-99.6% |