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 | $2,088 |
Employer contribution per participant 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 | $220,609 | $81,900+169.4% | $119,609+84.4% | $68,494+222.1% |
| Participation rate | 97.3% | 71.9%+25.4pp | 79.3%+18.1pp | 67.9%+29.4pp |
| Annual return | -17.98% | -23.82%+5.8pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $533 | $2,693-80.2% | $4,232-87.4% | $2,596-79.5% |
| Participant deferral / active EE | $7,511 | $4,148+81.1% | $5,602+34.1% | $4,027+86.5% |
| Admin fee / account holder | $20 | $6,582-99.7% | $10,323-99.8% | $5,403-99.6% |