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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,362 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,565 | $84,487+52.2% | $125,339+2.6% | $66,914+92.1% |
| Participation rate | 69.1% | 76.4%-7.3pp | 82.4%-13.3pp | 69.8%-0.7pp |
| Annual return | -20.14% | -8.39%-11.7pp | 572.05%-592.2pp | 1.58%-21.7pp |
| Employer contribution / active EE | $4,290 | $3,553+20.8% | $4,814-10.9% | $2,544+68.6% |
| Participant deferral / active EE | $7,435 | $6,781+9.6% | $7,446-0.2% | $4,237+75.5% |
| Admin fee / account holder | $11 | $685-98.4% | $10,010-99.9% | $593-98.2% |