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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $3,388 |
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 | $59,443 | $50,982+16.6% | $154,803-61.6% | $85,563-30.5% |
| Participation rate | 30.1% | 59.8%-29.6pp | 78.1%-47.9pp | 66.0%-35.8pp |
| Annual return | 18.43% | 30.35%-11.9pp | 58.88%-40.5pp | 31.51%-13.1pp |
| Employer contribution / active EE | $667 | $1,708-60.9% | $4,305-84.5% | $2,654-74.9% |
| Participant deferral / active EE | $1,333 | $2,474-46.1% | $5,540-75.9% | $4,375-69.5% |
| Admin fee / account holder | $21 | $846-97.6% | $14,329-99.9% | $834-97.5% |