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 3-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 | $9,924 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,559 | $102,317-73.1% | $146,958-81.2% | $80,856-65.9% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 16.25% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,742 | $3,713-26.1% | $4,933-44.4% | $2,755-0.5% |
| Participant deferral / active EE | $5,167 | $6,644-22.2% | $8,070-36.0% | $4,296+20.3% |
| Admin fee / account holder | $117 | $7,941-98.5% | $12,998-99.1% | $6,918-98.3% |