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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,929 |
Filed as: THE TRAVELERS INDEMINITY COMPANY Service code 99 385 WASHINGTON ST · ST PAUL, MN 55102 | Other Fees | $499 |
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 | $34,759 | $72,137-51.8% | $142,449-75.6% | $71,457-51.4% |
| Participation rate | 67.6% | 71.7%-4.1pp | 76.8%-9.2pp | 67.9%-0.3pp |
| Annual return | 16.84% | 21.15%-4.3pp | 19.99%-3.2pp | 28.85%-12.0pp |
| Employer contribution / active EE | $788 | $3,793-79.2% | $4,847-83.7% | $2,588-69.5% |
| Participant deferral / active EE | $2,601 | $5,280-50.7% | $6,283-58.6% | $4,289-39.4% |
| Admin fee / account holder | $21 | $1,433-98.5% | $10,011-99.8% | $1,587-98.6% |