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 25 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $4,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,297 | $47,126-6.0% | $149,673-70.4% | $74,419-40.5% |
| Participation rate | 28.3% | 63.4%-35.1pp | 78.8%-50.4pp | 70.7%-42.4pp |
| Annual return | 16.07% | 22.75%-6.7pp | 134.42%-118.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $604 | $1,905-68.3% | $4,818-87.5% | $2,637-77.1% |
| Participant deferral / active EE | $1,260 | $2,728-53.8% | $5,680-77.8% | $4,528-72.2% |
| Admin fee / account holder | $21 | $343-94.0% | $13,210-99.8% | $348-94.1% |