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 SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,477 | $93,373-51.3% | $152,466-70.2% | $85,850-47.0% |
| Participation rate | 65.2% | 70.1%-4.9pp | 78.2%-13.0pp | 69.3%-4.1pp |
| Annual return | 13.96% | 21.84%-7.9pp | 757.33%-743.4pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $2,996-100.0% | $4,327-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,807 | $4,550-60.3% | $5,820-68.9% | $3,952-54.3% |
| Admin fee / account holder | $13 | $13,853-99.9% | $15,805-99.9% | $6,260-99.8% |