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 | $1,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $139,034 | $65,365+112.7% | $92,893+49.7% | $72,985+90.5% |
| Participation rate | 64.8% | 68.3%-3.5pp | 76.0%-11.2pp | 69.5%-4.7pp |
| Annual return | 19.20% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,726 | $2,594-33.5% | $3,653-52.7% | $2,440-29.3% |
| Participant deferral / active EE | $3,160 | $3,128+1.0% | $4,236-25.4% | $3,607-12.4% |
| Admin fee / account holder | $22 | $4,251-99.5% | $5,794-99.6% | $5,124-99.6% |