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 7-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 SERVI Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,509 |
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 | $21,008 | $61,272-65.7% | $149,673-86.0% | $71,457-70.6% |
| Participation rate | 49.1% | 62.5%-13.4pp | 78.8%-29.7pp | 67.9%-18.8pp |
| Annual return | 15.16% | 35.85%-20.7pp | 134.42%-119.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $743 | $2,378-68.8% | $4,818-84.6% | $2,588-71.3% |
| Participant deferral / active EE | $995 | $2,917-65.9% | $5,680-82.5% | $4,289-76.8% |
| Admin fee / account holder | $88 | $1,261-93.0% | $13,210-99.3% | $1,587-94.4% |