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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,735 | $52,953-59.0% | $172,739-87.4% | $65,185-66.7% |
| Participation rate | 43.1% | 66.2%-23.1pp | 82.6%-39.5pp | 70.2%-27.1pp |
| Annual return | 11.86% | 30.12%-18.3pp | 802.84%-791.0pp | 29.38%-17.5pp |
| Employer contribution / active EE | $633 | $2,190-71.1% | $5,143-87.7% | $2,177-70.9% |
| Participant deferral / active EE | $1,409 | $2,471-43.0% | $5,198-72.9% | $3,514-59.9% |
| Admin fee / account holder | $4 | $472-99.2% | $13,954-100.0% | $847-99.5% |