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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $1,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,039 | $77,660-38.1% | $109,143-56.0% | $79,386-39.5% |
| Participation rate | 32.2% | 67.8%-35.6pp | 75.9%-43.7pp | 70.7%-38.5pp |
| Annual return | 10.35% | 23.44%-13.1pp | 25.75%-15.4pp | 116.85%-106.5pp |
| Employer contribution / active EE | $930 | $2,797-66.7% | $3,722-75.0% | $2,427-61.7% |
| Participant deferral / active EE | $2,179 | $3,518-38.1% | $4,653-53.2% | $4,046-46.1% |
| Admin fee / account holder | $33 | $732-95.5% | $6,752-99.5% | $626-94.7% |