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 15 · EIN 82-4555287 | Recordkeeping | $895 |
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 | $47,732 | $69,362-31.2% | $101,248-52.9% | $73,488-35.0% |
| Participation rate | 30.1% | 68.4%-38.3pp | 75.8%-45.7pp | 70.7%-40.6pp |
| Annual return | 17.64% | 18.46%-0.8pp | 46.47%-28.8pp | 28.51%-10.9pp |
| Employer contribution / active EE | $928 | $2,628-64.7% | $3,660-74.6% | $2,270-59.1% |
| Participant deferral / active EE | $1,908 | $3,300-42.2% | $4,370-56.3% | $3,740-49.0% |
| Admin fee / account holder | $18 | $704-97.5% | $5,945-99.7% | $513-96.6% |