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 7-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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,049 | $104,475+56.1% | $159,436+2.3% | $79,386+105.4% |
| Participation rate | 70.3% | 76.6%-6.3pp | 82.8%-12.5pp | 70.7%-0.4pp |
| Annual return | 16.13% | 67.95%-51.8pp | 263.57%-247.4pp | 116.85%-100.7pp |
| Employer contribution / active EE | $4,440 | $3,417+29.9% | $4,829-8.1% | $2,427+82.9% |
| Participant deferral / active EE | $8,003 | $6,467+23.7% | $7,352+8.9% | $4,046+97.8% |
| Admin fee / account holder | $21 | $711-97.1% | $10,799-99.8% | $626-96.7% |