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 8-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 | $994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,898 | $88,083+46.3% | $164,813-21.8% | $74,495+73.0% |
| Participation rate | 38.0% | 73.0%-35.0pp | 78.6%-40.6pp | 67.2%-29.2pp |
| Annual return | 15.49% | 17.26%-1.8pp | 69.93%-54.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $859 | $2,593-66.9% | $4,341-80.2% | $2,623-67.3% |
| Participant deferral / active EE | $2,036 | $4,498-54.7% | $6,031-66.2% | $4,346-53.1% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |