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 | $7,142 |
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 | $67,784 | $92,055-26.4% | $106,213-36.2% | $77,643-12.7% |
| Participation rate | 48.0% | 81.0%-33.0pp | 75.3%-27.2pp | 70.6%-22.5pp |
| Annual return | 16.25% | 17.91%-1.7pp | 116.14%-99.9pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,570 | $3,367-53.4% | $3,171-50.5% | $2,726-42.4% |
| Participant deferral / active EE | $2,858 | $5,386-46.9% | $5,016-43.0% | $4,647-38.5% |
| Admin fee / account holder | $14 | $219-93.7% | $11,033-99.9% | $430-96.8% |