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 9-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 25 · EIN 82-4555287 | Directed Trustee | $8,268 |
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.
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 | $29,553 | $52,293-43.5% | $178,490-83.4% | $73,409-59.7% |
| Participation rate | 44.6% | 65.3%-20.7pp | 81.9%-37.3pp | 72.2%-27.6pp |
| Annual return | 3.66% | 34.75%-31.1pp | 151.07%-147.4pp | 59.29%-55.6pp |
| Employer contribution / active EE | $729 | $1,735-58.0% | $5,011-85.4% | $2,234-67.4% |
| Participant deferral / active EE | $1,432 | $2,332-38.6% | $5,202-72.5% | $3,805-62.4% |
| Admin fee / account holder | $26 | $127-79.8% | $13,984-99.8% | $158-83.7% |