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 9-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 SERV Service code 52 · EIN 82-4555287 | Indirect Investment Fees | $2,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,224 | $58,879-74.1% | $178,490-91.5% | $73,488-79.3% |
| Participation rate | 26.6% | 66.2%-39.6pp | 81.9%-55.4pp | 70.7%-44.1pp |
| Annual return | 23.90% | 24.86%-1.0pp | 151.07%-127.2pp | 28.51%-4.6pp |
| Employer contribution / active EE | $261 | $2,236-88.3% | $5,011-94.8% | $2,270-88.5% |
| Participant deferral / active EE | $1,125 | $2,567-56.2% | $5,202-78.4% | $3,740-69.9% |
| Admin fee / account holder | $59 | $400-85.4% | $13,984-99.6% | $513-88.6% |