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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $813 |
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 | $39,648 | $26,114+51.8% | $58,482-32.2% | $74,419-46.7% |
| Participation rate | 37.3% | 32.1%+5.2pp | 50.9%-13.5pp | 70.7%-33.4pp |
| Annual return | 15.98% | 32.51%-16.5pp | 4239.32%-4223.3pp | 34.38%-18.4pp |
| Employer contribution / active EE | $144 | $536-73.1% | $1,053-86.3% | $2,637-94.5% |
| Participant deferral / active EE | $812 | $1,075-24.4% | $1,924-57.8% | $4,528-82.1% |
| Admin fee / account holder | $25 | $649-96.2% | $2,516-99.0% | $348-92.9% |