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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $908 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,419 | $53,822-2.6% | $75,696-30.8% | $85,850-38.9% |
| Participation rate | 34.7% | 69.1%-34.3pp | 74.8%-40.1pp | 69.3%-34.6pp |
| Annual return | 13.71% | 24.54%-10.8pp | 104.53%-90.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,466 | $2,017-27.3% | $2,743-46.6% | $2,565-42.9% |
| Participant deferral / active EE | $2,742 | $2,895-5.3% | $3,821-28.2% | $3,952-30.6% |
| Admin fee / account holder | $10 | $3,343-99.7% | $3,619-99.7% | $6,260-99.8% |