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 | $2,491 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,778 | $83,477+139.3% | $125,175+59.6% | $72,985+173.7% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | 22.56% | 25.78%-3.2pp | 43.79%-21.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $571 | $2,345-75.7% | $3,865-85.2% | $2,440-76.6% |
| Participant deferral / active EE | $7,845 | $3,585+118.8% | $4,937+58.9% | $3,607+117.5% |
| Admin fee / account holder | $21 | $5,517-99.6% | $9,702-99.8% | $5,124-99.6% |