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 | $34,069 |
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $19,758 |
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 | $48,926 | $50,199-2.5% | $70,092-30.2% | $66,914-26.9% |
| Participation rate | 94.8% | 66.3%+28.5pp | 70.5%+24.4pp | 69.8%+25.0pp |
| Annual return | -13.16% | -13.85%+0.7pp | 190.73%-203.9pp | 1.58%-14.7pp |
| Employer contribution / active EE | $3,166 | $1,864+69.8% | $2,559+23.7% | $2,544+24.4% |
| Participant deferral / active EE | $4,775 | $3,112+53.4% | $3,849+24.1% | $4,237+12.7% |
| Admin fee / account holder | $347 | $600-42.1% | $6,267-94.5% | $593-41.5% |