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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $14,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,360 | $52,293-38.1% | $178,490-81.9% | $73,409-55.9% |
| Participation rate | 96.9% | 65.3%+31.5pp | 81.9%+15.0pp | 72.2%+24.7pp |
| Annual return | 14.79% | 34.75%-20.0pp | 151.07%-136.3pp | 59.29%-44.5pp |
| Employer contribution / active EE | $901 | $1,735-48.1% | $5,011-82.0% | $2,234-59.6% |
| Participant deferral / active EE | $3,172 | $2,332+36.0% | $5,202-39.0% | $3,805-16.6% |
| Admin fee / account holder | $3 | $127-97.5% | $13,984-100.0% | $158-98.0% |