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 3-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+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Recordkeeping Fees | $475 |
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 | $25,782 | $26,549-2.9% | $61,373-58.0% | $66,914-61.5% |
| Participation rate | 22.4% | 38.1%-15.7pp | 52.6%-30.1pp | 69.8%-47.4pp |
| Annual return | -19.05% | -16.21%-2.8pp | 338.61%-357.7pp | 1.58%-20.6pp |
| Employer contribution / active EE | $490 | $651-24.7% | $1,159-57.7% | $2,544-80.7% |
| Participant deferral / active EE | $869 | $1,338-35.0% | $2,125-59.1% | $4,237-79.5% |
| Admin fee / account holder | $6 | $409-98.6% | $2,130-99.7% | $593-99.0% |