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 9-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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,812 | $45,073-22.8% | $69,455-49.9% | $72,985-52.3% |
| Participation rate | 56.5% | 68.5%-12.0pp | 74.6%-18.2pp | 69.5%-13.0pp |
| Annual return | 21.65% | 22.65%-1.0pp | 28.97%-7.3pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,904 | $2,054-7.3% | $2,779-31.5% | $2,440-22.0% |
| Participant deferral / active EE | $3,451 | $2,602+32.6% | $3,535-2.4% | $3,607-4.3% |
| Admin fee / account holder | $5 | $3,056-99.8% | $3,839-99.9% | $5,124-99.9% |