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 |
|---|---|---|
Service code 13 5400 BOSQUE BLVD STE 600 · WACO, TX 76710 | Contract Administrator | $16,820 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 76504 | Recordkeeping Fees | $2,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,222 | $54,517-31.7% | $75,972-51.0% | $74,495-50.0% |
| Participation rate | 91.9% | 60.3%+31.6pp | 69.1%+22.8pp | 67.2%+24.7pp |
| Annual return | 14.59% | 31.82%-17.2pp | 359.55%-345.0pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,169 | $1,777-34.2% | $2,685-56.5% | $2,623-55.4% |
| Participant deferral / active EE | $3,676 | $3,066+19.9% | $4,255-13.6% | $4,346-15.4% |
| Admin fee / account holder | $88 | $2,229-96.1% | $6,467-98.6% | $1,942-95.5% |