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 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $675 |
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 | $45,948 | $29,369+56.5% | $77,482-40.7% | $73,409-37.4% |
| Participation rate | 44.1% | 37.9%+6.2pp | 54.2%-10.1pp | 72.2%-28.1pp |
| Annual return | 26.26% | 358.15%-331.9pp | 54.79%-28.5pp | 59.29%-33.0pp |
| Employer contribution / active EE | $130 | $406-67.9% | $986-86.8% | $2,234-94.2% |
| Participant deferral / active EE | $694 | $941-26.2% | $1,861-62.7% | $3,805-81.8% |
| Admin fee / account holder | $19 | $123-84.7% | $2,858-99.3% | $158-88.1% |