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 25 · EIN 82-4555287 | Directed Trustee | $3,600 |
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 | $39,858 | $47,922-16.8% | $75,886-47.5% | $65,185-38.9% |
| Participation rate | 49.3% | 63.0%-13.7pp | 69.3%-20.0pp | 70.2%-20.9pp |
| Annual return | 22.48% | 24.12%-1.6pp | 30.76%-8.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $729 | $1,557-53.2% | $2,500-70.8% | $2,177-66.5% |
| Participant deferral / active EE | $2,061 | $2,550-19.2% | $3,603-42.8% | $3,514-41.3% |
| Admin fee / account holder | $37 | $532-93.0% | $5,418-99.3% | $847-95.6% |