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 | $1,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,782 | $34,934-17.6% | $56,411-49.0% | $74,495-61.4% |
| Participation rate | 35.1% | 32.8%+2.3pp | 52.5%-17.3pp | 67.2%-32.1pp |
| Annual return | 13.03% | 25.94%-12.9pp | 1701.33%-1688.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $636 | $609+4.5% | $1,039-38.7% | $2,623-75.7% |
| Participant deferral / active EE | $1,847 | $1,170+57.8% | $1,952-5.4% | $4,346-57.5% |
| Admin fee / account holder | $6 | $2,364-99.8% | $2,829-99.8% | $1,942-99.7% |