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 SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,108 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 600 S NICOLET RD · APPLETON, WI 54914 | Contract Administrator | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,815 | $93,571-83.1% | $135,903-88.4% | $75,163-79.0% |
| Participation rate | 51.1% | 75.2%-24.0pp | 81.9%-30.8pp | 67.2%-16.1pp |
| Annual return | 17.19% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,366 | $6,404-16.2% | $7,758-30.8% | $4,125+30.1% |
| Admin fee / account holder | $120 | $6,975-98.3% | $10,762-98.9% | $5,651-97.9% |