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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,752 | $76,670-42.9% | $96,683-54.7% | $71,457-38.8% |
| Participation rate | 86.8% | 66.6%+20.3pp | 74.3%+12.5pp | 67.9%+18.9pp |
| Annual return | 20.35% | 48.29%-27.9pp | 35.69%-15.3pp | 28.85%-8.5pp |
| Employer contribution / active EE | $1,240 | $3,031-59.1% | $3,737-66.8% | $2,588-52.1% |
| Participant deferral / active EE | $6,029 | $3,771+59.9% | $4,878+23.6% | $4,289+40.6% |
| Admin fee / account holder | $14 | $2,028-99.3% | $6,730-99.8% | $1,587-99.1% |