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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $900 |
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 | $142,215 | $92,971+53.0% | $96,683+47.1% | $74,419+91.1% |
| Participation rate | 51.0% | 71.5%-20.6pp | 74.3%-23.4pp | 70.7%-19.7pp |
| Annual return | 21.22% | 37.49%-16.3pp | 35.69%-14.5pp | 34.38%-13.2pp |
| Employer contribution / active EE | $4,319 | $3,426+26.1% | $3,737+15.6% | $2,637+63.8% |
| Participant deferral / active EE | $4,906 | $3,970+23.6% | $4,878+0.6% | $4,528+8.4% |
| Admin fee / account holder | $6 | $633-99.1% | $6,730-99.9% | $348-98.3% |