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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,438 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,215 | $47,126-65.6% | $149,673-89.2% | $74,419-78.2% |
| Participation rate | 91.9% | 63.4%+28.5pp | 78.8%+13.1pp | 70.7%+21.2pp |
| Annual return | 11.15% | 22.75%-11.6pp | 134.42%-123.3pp | 34.38%-23.2pp |
| Employer contribution / active EE | $746 | $1,905-60.9% | $4,818-84.5% | $2,637-71.7% |
| Participant deferral / active EE | $2,126 | $2,728-22.1% | $5,680-62.6% | $4,528-53.1% |
| Admin fee / account holder | $18 | $343-94.9% | $13,210-99.9% | $348-95.0% |