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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,348 |
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 | $58,211 | $79,184-26.5% | $102,438-43.2% | $74,546-21.9% |
| Participation rate | 66.2% | 74.8%-8.6pp | 76.5%-10.3pp | 67.2%-1.1pp |
| Annual return | 12.86% | 54.95%-42.1pp | 29.37%-16.5pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,055 | $2,362-55.3% | $3,024-65.1% | $2,624-59.8% |
| Participant deferral / active EE | $2,648 | $4,414-40.0% | $5,054-47.6% | $4,347-39.1% |
| Admin fee / account holder | $101 | $2,001-94.9% | $9,448-98.9% | $1,944-94.8% |