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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,650 |
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 | $154,047 | $91,407+68.5% | $135,903+13.4% | $71,457+115.6% |
| Participation rate | 69.7% | 75.7%-5.9pp | 81.9%-12.2pp | 67.9%+1.8pp |
| Annual return | 20.86% | 29.90%-9.0pp | 68.23%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $4,553 | $3,703+22.9% | $4,856-6.3% | $2,588+75.9% |
| Participant deferral / active EE | $8,490 | $7,092+19.7% | $7,758+9.4% | $4,289+97.9% |
| Admin fee / account holder | $13 | $1,266-99.0% | $10,762-99.9% | $1,587-99.2% |