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 5-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 |
|---|---|---|
Service code 15 · EIN 74-2533381 | Recordkeeping | $4,650 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $2,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,772 | $49,808-76.4% | $95,745-87.7% | $74,419-84.2% |
| Participation rate | 54.9% | 66.6%-11.6pp | 72.3%-17.3pp | 70.7%-15.8pp |
| Annual return | 26.59% | 24.91%+1.7pp | 28.35%-1.8pp | 34.38%-7.8pp |
| Employer contribution / active EE | $1,254 | $1,639-23.5% | $2,835-55.7% | $2,637-52.4% |
| Participant deferral / active EE | $1,454 | $3,739-61.1% | $4,245-65.8% | $4,528-67.9% |
| Admin fee / account holder | $30 | $311-90.5% | $5,678-99.5% | $348-91.5% |