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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,232 | $65,061-75.1% | $143,757-88.7% | $66,914-75.7% |
| Participation rate | 90.1% | 65.2%+25.0pp | 80.3%+9.8pp | 69.8%+20.3pp |
| Annual return | -10.53% | -11.14%+0.6pp | -0.04%-10.5pp | 1.58%-12.1pp |
| Employer contribution / active EE | $880 | $2,361-62.7% | $4,951-82.2% | $2,544-65.4% |
| Participant deferral / active EE | $2,103 | $2,919-27.9% | $5,637-62.7% | $4,237-50.4% |
| Admin fee / account holder | $34 | $502-93.3% | $14,673-99.8% | $593-94.3% |