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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,198 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,810 | $71,883-9.8% | $86,677-25.2% | $68,494-5.4% |
| Participation rate | 78.4% | 72.2%+6.2pp | 76.6%+1.8pp | 67.9%+10.5pp |
| Annual return | -14.62% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,405 | $2,173-35.3% | $2,836-50.5% | $2,596-45.9% |
| Participant deferral / active EE | $2,277 | $3,779-39.7% | $4,656-51.1% | $4,027-43.5% |
| Admin fee / account holder | $13 | $6,112-99.8% | $7,493-99.8% | $5,403-99.8% |