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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,711 | $50,982-61.3% | $154,803-87.3% | $85,563-77.0% |
| Participation rate | 93.2% | 59.8%+33.4pp | 78.1%+15.1pp | 66.0%+27.2pp |
| Annual return | 18.90% | 30.35%-11.5pp | 58.88%-40.0pp | 31.51%-12.6pp |
| Employer contribution / active EE | $2,365 | $1,708+38.4% | $4,305-45.1% | $2,654-10.9% |
| Participant deferral / active EE | $2,682 | $2,474+8.4% | $5,540-51.6% | $4,375-38.7% |
| Admin fee / account holder | $25 | $846-97.0% | $14,329-99.8% | $834-97.0% |