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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,621 | $102,317-33.9% | $146,958-54.0% | $80,856-16.4% |
| Participation rate | 85.9% | 75.8%+10.1pp | 82.2%+3.8pp | 67.6%+18.3pp |
| Annual return | 15.28% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,742 | $6,644+31.6% | $8,070+8.3% | $4,296+103.5% |
| Admin fee / account holder | $19 | $7,941-99.8% | $12,998-99.9% | $6,918-99.7% |