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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,445 | $52,953-51.9% | $172,739-85.3% | $65,185-61.0% |
| Participation rate | 66.1% | 66.2%-0.1pp | 82.6%-16.6pp | 70.2%-4.1pp |
| Annual return | 21.72% | 30.12%-8.4pp | 802.84%-781.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $808 | $2,190-63.1% | $5,143-84.3% | $2,177-62.9% |
| Participant deferral / active EE | $2,896 | $2,471+17.2% | $5,198-44.3% | $3,514-17.6% |
| Admin fee / account holder | $51 | $472-89.1% | $13,954-99.6% | $847-93.9% |