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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,623 | $76,912-58.9% | $129,110-75.5% | $68,494-53.8% |
| Participation rate | 67.4% | 69.1%-1.8pp | 77.3%-9.9pp | 67.9%-0.5pp |
| Annual return | -14.06% | -9.78%-4.3pp | -10.94%-3.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,011 | $4,732-57.5% | $6,542-69.3% | $4,027-50.1% |
| Admin fee / account holder | $11 | $6,638-99.8% | $14,302-99.9% | $5,403-99.8% |