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 7-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 Service code 13 · EIN 82-4555287 SERVICES · IRVINE, CA 92618 | Contract Administrator | $0 |
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.
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 | $14,058 | $91,190-84.6% | $178,490-92.1% | $79,858-82.4% |
| Participation rate | 48.9% | 69.2%-20.3pp | 81.9%-33.0pp | 69.6%-20.7pp |
| Annual return | 64.33% | 24.19%+40.1pp | 151.07%-86.7pp | 31.71%+32.6pp |
| Employer contribution / active EE | $986 | $3,256-69.7% | $5,011-80.3% | $2,471-60.1% |
| Participant deferral / active EE | $1,959 | $3,236-39.5% | $5,202-62.3% | $3,740-47.6% |
| Admin fee / account holder | $42 | $6,751-99.4% | $13,984-99.7% | $5,306-99.2% |