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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,054 |
Service code 27 6255 STERNER'S WAY · BETHLEHEM, PA 18017 | Advisory (Plan) | $11,217 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,353 | $59,263-65.7% | $96,562-78.9% | $79,386-74.4% |
| Participation rate | 43.8% | 61.9%-18.1pp | 69.8%-26.0pp | 70.7%-26.9pp |
| Annual return | 22.95% | 27.07%-4.1pp | 37.78%-14.8pp | 116.85%-93.9pp |
| Employer contribution / active EE | $401 | $1,216-67.0% | $2,356-83.0% | $2,427-83.5% |
| Participant deferral / active EE | $749 | $2,948-74.6% | $3,849-80.5% | $4,046-81.5% |
| Admin fee / account holder | $166 | $658-74.8% | $6,181-97.3% | $626-73.5% |