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 99 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Other Fees | $35,203 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $22,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,003 | $91,621+43.0% | $67,511+94.0% | $77,671+68.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.9%-22.9pp | 70.6%-20.6pp |
| Annual return | 14.29% | 14.87%-0.6pp | 3517.41%-3503.1pp | 31.21%-16.9pp |
| Employer contribution / active EE | $1,040 | $3,184-67.3% | $2,733-61.9% | $2,726-61.9% |
| Participant deferral / active EE | $3,473 | $3,906-11.1% | $4,000-13.2% | $4,648-25.3% |
| Admin fee / account holder | $303 | $176+71.7% | $3,999-92.4% | $430-29.7% |