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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,012 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,854 | $119,446+48.1% | $150,045+17.9% | $85,563+106.7% |
| Participation rate | 93.5% | 75.4%+18.1pp | 82.3%+11.2pp | 66.0%+27.6pp |
| Annual return | 18.07% | 23.72%-5.7pp | 62.55%-44.5pp | 31.51%-13.4pp |
| Employer contribution / active EE | $6,190 | $4,078+51.8% | $4,693+31.9% | $2,654+133.3% |
| Participant deferral / active EE | $13,241 | $7,985+65.8% | $7,997+65.6% | $4,375+202.6% |
| Admin fee / account holder | $9 | $548-98.3% | $13,435-99.9% | $834-98.9% |