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 3-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 FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,294 |
Service code 10 9401 W 87TH ST STE 200 · OVERLAND PARK, KS 66212 | Accounting | $13,250 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,082 | $89,248-65.2% | $136,007-77.1% | $74,495-58.3% |
| Participation rate | 90.4% | 69.4%+21.0pp | 76.5%+14.0pp | 67.2%+23.2pp |
| Annual return | 27.01% | 22.76%+4.3pp | 579.32%-552.3pp | 1364.94%-1337.9pp |
| Employer contribution / active EE | $2,393 | $2,838-15.7% | $4,217-43.3% | $2,623-8.8% |
| Participant deferral / active EE | $3,628 | $4,598-21.1% | $7,025-48.4% | $4,346-16.5% |
| Admin fee / account holder | $160 | $1,545-89.6% | $6,858-97.7% | $1,942-91.8% |