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 SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $300 |
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 | $90,113 | $87,870+2.6% | $113,168-20.4% | $74,304+21.3% |
| Participation rate | 78.3% | 70.7%+7.6pp | 76.6%+1.8pp | 60.3%+18.0pp |
| Annual return | 18.12% | 26.44%-8.3pp | 24.27%-6.1pp | 29.43%-11.3pp |
| Employer contribution / active EE | $626 | $2,277-72.5% | $2,975-79.0% | $2,241-72.1% |
| Participant deferral / active EE | $2,209 | $4,241-47.9% | $5,107-56.8% | $3,767-41.4% |
| Admin fee / account holder | $4 | $3,368-99.9% | $12,068-100.0% | $2,969-99.9% |