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 SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,259 | $132,049-21.8% | $200,582-48.5% | $74,304+39.0% |
| Participation rate | 83.7% | 84.1%-0.3pp | 86.9%-3.2pp | 60.3%+23.4pp |
| Annual return | 18.61% | 22.22%-3.6pp | 42.33%-23.7pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,919 | $4,558-36.0% | $6,419-54.5% | $2,241+30.2% |
| Participant deferral / active EE | $4,774 | $7,213-33.8% | $9,331-48.8% | $3,767+26.7% |
| Admin fee / account holder | $34 | $2,405-98.6% | $16,305-99.8% | $2,969-98.8% |