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 | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,043 | $106,236+2.6% | $112,228-2.8% | $64,808+68.3% |
| Participation rate | 46.0% | 71.7%-25.7pp | 75.1%-29.1pp | 71.5%-25.5pp |
| Annual return | -17.73% | -6.02%-11.7pp | 27.45%-45.2pp | 32.82%-50.5pp |
| Employer contribution / active EE | $3,712 | $3,166+17.3% | $3,635+2.1% | $2,506+48.2% |
| Participant deferral / active EE | $4,368 | $3,785+15.4% | $4,728-7.6% | $4,310+1.3% |
| Admin fee / account holder | $4 | $452-99.1% | $6,410-99.9% | $188-97.8% |