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 | $1,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,131 | $52,953-54.4% | $172,739-86.0% | $65,185-63.0% |
| Participation rate | 61.7% | 66.2%-4.5pp | 82.6%-21.0pp | 70.2%-8.5pp |
| Annual return | 19.47% | 30.12%-10.7pp | 802.84%-783.4pp | 29.38%-9.9pp |
| Employer contribution / active EE | $920 | $2,190-58.0% | $5,143-82.1% | $2,177-57.7% |
| Participant deferral / active EE | $1,101 | $2,471-55.4% | $5,198-78.8% | $3,514-68.7% |
| Admin fee / account holder | $11 | $472-97.6% | $13,954-99.9% | $847-98.7% |