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 |
|---|---|---|
Service code 27 · EIN 83-4717882 5520 MONROE ST STE 350 · SYLVANIA, OH 43560 | Advisory (Plan) | $27,605 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,200 | $44,960+16.1% | $84,966-38.6% | $74,495-29.9% |
| Participation rate | 59.9% | 49.4%+10.5pp | 67.5%-7.6pp | 67.2%-7.3pp |
| Annual return | 13.70% | 26.24%-12.5pp | 66.38%-52.7pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $381 | $1,457-73.8% | $2,727-86.0% | $2,623-85.5% |
| Participant deferral / active EE | $3,490 | $2,731+27.8% | $4,519-22.8% | $4,346-19.7% |
| Admin fee / account holder | $270 | $2,209-87.8% | $6,149-95.6% | $1,942-86.1% |