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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,282 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,200 |
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 | $121,761 | $88,087+38.2% | $164,866-26.1% | $74,546+63.3% |
| Participation rate | 94.9% | 73.1%+21.8pp | 78.6%+16.3pp | 67.2%+27.7pp |
| Annual return | 13.83% | 17.27%-3.4pp | 69.97%-56.1pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $2,098 | $2,595-19.2% | $4,343-51.7% | $2,624-20.1% |
| Participant deferral / active EE | $9,074 | $4,499+101.7% | $6,033+50.4% | $4,347+108.7% |
| Admin fee / account holder | $342 | $2,232-84.7% | $12,689-97.3% | $1,944-82.4% |