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 8-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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $23,009 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 42-0127290 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $19,696 |
Annual investment return 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 | $28,233 | $78,485-64.0% | $106,213-73.4% | $74,495-62.1% |
| Participation rate | 75.6% | 72.8%+2.8pp | 75.3%+0.3pp | 67.2%+8.4pp |
| Annual return | 10.84% | 15.95%-5.1pp | 116.14%-105.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $884 | $2,523-65.0% | $3,171-72.1% | $2,623-66.3% |
| Participant deferral / active EE | $2,461 | $4,322-43.1% | $5,016-50.9% | $4,346-43.4% |
| Admin fee / account holder | $188 | $2,232-91.6% | $11,033-98.3% | $1,942-90.3% |