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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $26,665 |
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 | $47,739 | $122,239-60.9% | $184,203-74.1% | $74,495-35.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 18.23% | 19.95%-1.7pp | 28.81%-10.6pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $2,219 | $4,537-51.1% | $6,427-65.5% | $2,623-15.4% |
| Participant deferral / active EE | $4,754 | $7,139-33.4% | $9,131-47.9% | $4,346+9.4% |
| Admin fee / account holder | $134 | $1,260-89.4% | $13,901-99.0% | $1,942-93.1% |