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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $362 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,271 | $59,263+8.5% | $96,562-33.4% | $79,386-19.0% |
| Participation rate | 82.9% | 61.9%+21.0pp | 69.8%+13.1pp | 70.7%+12.2pp |
| Annual return | 18.70% | 27.07%-8.4pp | 37.78%-19.1pp | 116.85%-98.1pp |
| Employer contribution / active EE | $3,845 | $1,216+216.3% | $2,356+63.2% | $2,427+58.4% |
| Participant deferral / active EE | $6,595 | $2,948+123.7% | $3,849+71.4% | $4,046+63.0% |
| Admin fee / account holder | $353 | $658-46.3% | $6,181-94.3% | $626-43.6% |