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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,310 |
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 | $50,745 | $42,894+18.3% | $60,874-16.6% | $68,494-25.9% |
| Participation rate | 38.7% | 66.8%-28.1pp | 73.1%-34.4pp | 67.9%-29.2pp |
| Annual return | -17.92% | -13.98%-3.9pp | 16.90%-34.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,502 | $1,978-24.1% | $2,701-44.4% | $2,596-42.1% |
| Participant deferral / active EE | $3,251 | $2,867+13.4% | $3,817-14.8% | $4,027-19.3% |
| Admin fee / account holder | $18 | $3,101-99.4% | $3,224-99.4% | $5,403-99.7% |