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 25 · EIN 82-4555287 | Directed Trustee | $1,969 |
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 | $42,394 | $56,485-24.9% | $185,823-77.2% | $86,799-51.2% |
| Participation rate | 33.0% | 65.5%-32.5pp | 81.7%-48.7pp | 72.3%-39.3pp |
| Annual return | 15.27% | 118.04%-102.8pp | 122.05%-106.8pp | 97.91%-82.6pp |
| Employer contribution / active EE | $733 | $1,843-60.2% | $5,167-85.8% | $2,405-69.5% |
| Participant deferral / active EE | $1,297 | $2,553-49.2% | $5,568-76.7% | $4,131-68.6% |
| Admin fee / account holder | $10 | $150-93.6% | $16,237-99.9% | $170-94.3% |