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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $21,765 |
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $18,951 |
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 | $54,147 | $56,423-4.0% | $77,163-29.8% | $71,457-24.2% |
| Participation rate | 61.2% | 64.3%-3.1pp | 69.6%-8.4pp | 67.9%-6.7pp |
| Annual return | 19.36% | 19.05%+0.3pp | 37.87%-18.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,302 | $1,866+23.3% | $2,535-9.2% | $2,588-11.1% |
| Participant deferral / active EE | $3,635 | $3,142+15.7% | $3,833-5.2% | $4,289-15.2% |
| Admin fee / account holder | $253 | $1,429-82.3% | $5,472-95.4% | $1,587-84.1% |