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 | $102,382-73.1% | $147,005-81.3% | $80,874-65.9% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 16.25% | 134.89%-118.6pp | 418.76%-402.5pp | 35.62%-19.4pp |
| Employer contribution / active EE | $2,742 | $3,715-26.2% | $4,934-44.4% | $2,756-0.5% |
| Participant deferral / active EE | $5,167 | $6,646-22.3% | $8,070-36.0% | $4,297+20.2% |
| Admin fee / account holder | $117 | $7,942-98.5% | $13,006-99.1% | $6,935-98.3% |