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 9-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 | $250 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,801 | $55,415-51.6% | $155,509-82.8% | $74,495-64.0% |
| Participation rate | 70.3% | 61.9%+8.3pp | 78.2%-7.9pp | 67.2%+3.1pp |
| Annual return | 21.25% | 268.50%-247.2pp | 64.67%-43.4pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $1,802 | $2,267-20.5% | $4,672-61.4% | $2,623-31.3% |
| Participant deferral / active EE | $3,049 | $2,836+7.5% | $5,626-45.8% | $4,346-29.8% |
| Admin fee / account holder | $27 | $1,738-98.5% | $15,912-99.8% | $1,942-98.6% |