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 5-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 | $912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,330 | $102,317-60.6% | $146,958-72.6% | $80,856-50.1% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 24.89% | 134.76%-109.9pp | 418.34%-393.4pp | 35.59%-10.7pp |
| Employer contribution / active EE | $4,948 | $3,713+33.3% | $4,933+0.3% | $2,755+79.6% |
| Participant deferral / active EE | $16,090 | $6,644+142.2% | $8,070+99.4% | $4,296+274.6% |
| Admin fee / account holder | $6 | $7,941-99.9% | $12,998-100.0% | $6,918-99.9% |