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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 52 · EIN 82-4555287 | Indirect Investment Fees | $3,035 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,447 | $61,156-76.4% | $185,823-92.2% | $79,386-81.8% |
| Participation rate | 39.8% | 66.6%-26.8pp | 81.7%-41.9pp | 70.7%-30.9pp |
| Annual return | 13.00% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $309 | $2,321-86.7% | $5,167-94.0% | $2,427-87.3% |
| Participant deferral / active EE | $1,531 | $2,789-45.1% | $5,568-72.5% | $4,046-62.2% |
| Admin fee / account holder | $51 | $710-92.8% | $16,237-99.7% | $626-91.8% |