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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,570 | $37,426-2.3% | $77,482-52.8% | $79,858-54.2% |
| Participation rate | 53.6% | 41.5%+12.1pp | 54.2%-0.6pp | 69.6%-16.0pp |
| Annual return | 9.92% | 39.70%-29.8pp | 54.79%-44.9pp | 31.71%-21.8pp |
| Employer contribution / active EE | $174 | $637-72.7% | $986-82.4% | $2,471-93.0% |
| Participant deferral / active EE | $1,219 | $1,260-3.2% | $1,861-34.5% | $3,740-67.4% |
| Admin fee / account holder | $48 | $2,504-98.1% | $2,858-98.3% | $5,306-99.1% |