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 10-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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,301 | $52,293+40.2% | $178,490-58.9% | $73,409-0.1% |
| Participation rate | 68.6% | 65.3%+3.2pp | 81.9%-13.3pp | 72.2%-3.6pp |
| Annual return | 19.43% | 34.75%-15.3pp | 151.07%-131.6pp | 59.29%-39.9pp |
| Employer contribution / active EE | $2,069 | $1,735+19.2% | $5,011-58.7% | $2,234-7.4% |
| Participant deferral / active EE | $4,357 | $2,332+86.8% | $5,202-16.2% | $3,805+14.5% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |