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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,032 |
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 | $183,517 | $101,317+81.1% | $146,958+24.9% | $74,495+146.3% |
| Participation rate | 68.8% | 75.5%-6.7pp | 82.2%-13.3pp | 67.2%+1.6pp |
| Annual return | 17.31% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $4,706 | $3,810+23.5% | $4,933-4.6% | $2,623+79.4% |
| Participant deferral / active EE | $10,353 | $7,303+41.8% | $8,070+28.3% | $4,346+138.2% |
| Admin fee / account holder | $15 | $1,739-99.1% | $12,998-99.9% | $1,942-99.2% |