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 PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,252 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,262 | $78,672+93.5% | $109,143+39.5% | $85,850+77.4% |
| Participation rate | 71.2% | 68.3%+3.0pp | 75.9%-4.6pp | 69.3%+1.9pp |
| Annual return | 13.49% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,200 | $2,735-19.6% | $3,722-40.9% | $2,565-14.2% |
| Participant deferral / active EE | $4,011 | $3,467+15.7% | $4,653-13.8% | $3,952+1.5% |
| Admin fee / account holder | $17 | $5,469-99.7% | $6,752-99.7% | $6,260-99.7% |