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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,150 |
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 | $153,811 | $80,724+90.5% | $103,333+48.8% | $74,495+106.5% |
| Participation rate | 56.8% | 65.7%-8.9pp | 74.5%-17.7pp | 67.2%-10.4pp |
| Annual return | 14.03% | 27.56%-13.5pp | 24.88%-10.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,862 | $3,157+54.0% | $3,868+25.7% | $2,623+85.4% |
| Participant deferral / active EE | $5,457 | $3,860+41.4% | $5,057+7.9% | $4,346+25.6% |
| Admin fee / account holder | $7 | $2,368-99.7% | $8,355-99.9% | $1,942-99.6% |