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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,785 |
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 | $21,056 | $46,292-54.5% | $143,757-85.4% | $64,808-67.5% |
| Participation rate | 49.1% | 64.2%-15.1pp | 80.3%-31.2pp | 71.5%-22.4pp |
| Annual return | -20.91% | -10.05%-10.9pp | -0.04%-20.9pp | 32.82%-53.7pp |
| Employer contribution / active EE | $510 | $1,910-73.3% | $4,951-89.7% | $2,506-79.6% |
| Participant deferral / active EE | $1,344 | $2,646-49.2% | $5,637-76.2% | $4,310-68.8% |
| Admin fee / account holder | $9 | $154-94.3% | $14,673-99.9% | $188-95.4% |