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 Service code 15 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping | $10,950 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,015 | $119,446-80.7% | $150,045-84.7% | $85,563-73.1% |
| Participation rate | 99.6% | 75.4%+24.2pp | 82.3%+17.3pp | 66.0%+33.7pp |
| Annual return | 21.81% | 23.72%-1.9pp | 62.55%-40.7pp | 31.51%-9.7pp |
| Employer contribution / active EE | $2,692 | $4,078-34.0% | $4,693-42.6% | $2,654+1.5% |
| Participant deferral / active EE | $4,076 | $7,985-49.0% | $7,997-49.0% | $4,375-6.8% |
| Admin fee / account holder | $29 | $548-94.7% | $13,435-99.8% | $834-96.5% |