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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,113 | $85,515+5.4% | $112,040-19.6% | $67,986+32.5% |
| Participation rate | 78.3% | 68.2%+10.1pp | 76.5%+1.8pp | 57.2%+21.1pp |
| Annual return | 18.12% | 29.68%-11.6pp | 24.52%-6.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $626 | $2,191-71.4% | $2,954-78.8% | $2,019-69.0% |
| Participant deferral / active EE | $2,209 | $4,014-45.0% | $5,098-56.7% | $3,358-34.2% |
| Admin fee / account holder | $4 | $3,774-99.9% | $12,098-100.0% | $3,203-99.9% |