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 | $6,818 |
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.
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 | $24,117 | $52,293-53.9% | $178,490-86.5% | $73,409-67.1% |
| Participation rate | 39.6% | 65.3%-25.7pp | 81.9%-42.3pp | 72.2%-32.6pp |
| Annual return | 10.30% | 34.75%-24.5pp | 151.07%-140.8pp | 59.29%-49.0pp |
| Employer contribution / active EE | $1,456 | $1,735-16.1% | $5,011-70.9% | $2,234-34.8% |
| Participant deferral / active EE | $2,097 | $2,332-10.1% | $5,202-59.7% | $3,805-44.9% |
| Admin fee / account holder | $42 | $127-67.2% | $13,984-99.7% | $158-73.5% |