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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,331 |
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 | $64,727 | $87,870-26.3% | $113,168-42.8% | $74,304-12.9% |
| Participation rate | 69.7% | 70.7%-1.1pp | 76.6%-6.9pp | 60.3%+9.3pp |
| Annual return | 16.91% | 26.44%-9.5pp | 24.27%-7.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,161 | $2,277-49.0% | $2,975-61.0% | $2,241-48.2% |
| Participant deferral / active EE | $2,954 | $4,241-30.3% | $5,107-42.2% | $3,767-21.6% |
| Admin fee / account holder | $75 | $3,368-97.8% | $12,068-99.4% | $2,969-97.5% |