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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,145 | $176,811-32.6% | $146,958-18.9% | - |
| Participation rate | 71.7% | 76.9%-5.2pp | 82.2%-10.4pp | - |
| Annual return | 11.82% | 11.56%+0.3pp | 418.34%-406.5pp | - |
| Employer contribution / active EE | $3,917 | $3,294+18.9% | $4,933-20.6% | - |
| Participant deferral / active EE | $8,053 | $6,900+16.7% | $8,070-0.2% | - |
| Admin fee / account holder | $20 | $27,451-99.9% | $12,998-99.8% | - |