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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,008 | $54,193+27.3% | $93,606-26.3% | $77,643-11.1% |
| Participation rate | 39.1% | 63.9%-24.8pp | 68.7%-29.6pp | 70.6%-31.4pp |
| Annual return | 12.41% | 30.54%-18.1pp | 133.20%-120.8pp | 31.24%-18.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,103 | $3,144-1.3% | $4,411-29.6% | $4,647-33.2% |
| Admin fee / account holder | $21 | $576-96.3% | $8,285-99.7% | $430-95.0% |