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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,231 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,423 | $62,928-61.2% | $172,739-85.9% | $67,579-63.9% |
| Participation rate | 97.6% | 64.5%+33.2pp | 82.6%+15.0pp | 71.3%+26.4pp |
| Annual return | 22.29% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $961 | $1,636-41.3% | $5,143-81.3% | $2,148-55.3% |
| Participant deferral / active EE | $3,315 | $2,145+54.5% | $5,198-36.2% | $3,539-6.3% |
| Admin fee / account holder | $3 | $167-98.3% | $13,954-100.0% | $142-98.0% |