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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,584 | $66,457-38.9% | $81,382-50.1% | $77,643-47.7% |
| Participation rate | 36.4% | 68.7%-32.3pp | 69.5%-33.1pp | 70.6%-34.2pp |
| Annual return | 13.43% | 15.93%-2.5pp | 24.73%-11.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $605 | $2,159-72.0% | $2,463-75.4% | $2,726-77.8% |
| Participant deferral / active EE | $1,635 | $3,679-55.6% | $3,883-57.9% | $4,647-64.8% |
| Admin fee / account holder | $56 | $583-90.5% | $5,768-99.0% | $430-87.1% |