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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,085 |
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 | $35,339 | $52,293-32.4% | $178,490-80.2% | $73,409-51.9% |
| Participation rate | 32.6% | 65.3%-32.7pp | 81.9%-49.3pp | 72.2%-39.6pp |
| Annual return | 16.60% | 34.75%-18.1pp | 151.07%-134.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $589 | $1,735-66.1% | $5,011-88.2% | $2,234-73.6% |
| Participant deferral / active EE | $1,064 | $2,332-54.4% | $5,202-79.5% | $3,805-72.0% |
| Admin fee / account holder | $10 | $127-92.5% | $13,984-99.9% | $158-93.9% |