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 FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 13 · EIN 22-2712853 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Contract Administrator | $70,784 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,926 |
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 | $76,897 | $84,936-9.5% | $111,297-30.9% | $79,386-3.1% |
| Participation rate | 86.5% | 75.9%+10.6pp | 77.3%+9.2pp | 70.7%+15.8pp |
| Annual return | 12.30% | 17.45%-5.2pp | 54.65%-42.4pp | 116.85%-104.6pp |
| Employer contribution / active EE | $837 | $1,979-57.7% | $2,731-69.4% | $2,427-65.5% |
| Participant deferral / active EE | $3,952 | $3,888+1.6% | $4,487-11.9% | $4,046-2.3% |
| Admin fee / account holder | $315 | $537-41.4% | $7,964-96.1% | $626-49.8% |