Filed June 14, 2023
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 | $30,951 |
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 | $35,762 | $130,194-72.5% | $169,993-79.0% | $71,457-50.0% |
| Participation rate | 99.5% | 86.1%+13.3pp | 87.0%+12.5pp | 67.9%+31.5pp |
| Annual return | 23.56% | 20.37%+3.2pp | 53.37%-29.8pp | 28.85%-5.3pp |
| Employer contribution / active EE | $2,077 | $4,381-52.6% | $6,785-69.4% | $2,588-19.7% |
| Participant deferral / active EE | $4,210 | $6,923-39.2% | $10,408-59.5% | $4,289-1.8% |
| Admin fee / account holder | $156 | $966-83.8% | $12,815-98.8% | $1,587-90.2% |