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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $80,579 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $57,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,648 | $31,741-72.8% | $56,411-84.7% | $199,593-95.7% |
| Participation rate | 67.1% | 32.3%+34.7pp | 52.5%+14.6pp | 72.0%-4.9pp |
| Annual return | 13.35% | 14.72%-1.4pp | 1701.33%-1688.0pp | 34.25%-20.9pp |
| Employer contribution / active EE | $653 | $508+28.7% | $1,039-37.1% | $3,034-78.5% |
| Participant deferral / active EE | $1,097 | $1,184-7.4% | $1,952-43.8% | $5,087-78.4% |
| Admin fee / account holder | $107 | $426-74.9% | $2,829-96.2% | $269-60.2% |