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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,217 | $82,664+9.1% | $125,339-28.0% | $68,494+31.7% |
| Participation rate | 72.0% | 75.0%-3.0pp | 82.4%-10.3pp | 67.9%+4.2pp |
| Annual return | -18.35% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,881 | $3,381-14.8% | $4,814-40.1% | $2,596+11.0% |
| Participant deferral / active EE | $6,885 | $6,110+12.7% | $7,446-7.5% | $4,027+71.0% |
| Admin fee / account holder | $12 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |