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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,725 |
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 | $49,740 | $35,986+38.2% | $77,482-35.8% | $73,488-32.3% |
| Participation rate | 52.1% | 40.8%+11.2pp | 54.2%-2.1pp | 70.7%-18.6pp |
| Annual return | 17.51% | 19.26%-1.7pp | 54.79%-37.3pp | 28.51%-11.0pp |
| Employer contribution / active EE | $780 | $557+39.9% | $986-20.9% | $2,270-65.6% |
| Participant deferral / active EE | $1,530 | $1,198+27.8% | $1,861-17.8% | $3,740-59.1% |
| Admin fee / account holder | $13 | $466-97.3% | $2,858-99.6% | $513-97.6% |