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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 | Recordkeeping | $2,959 |
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 | $93,652 | $81,474+14.9% | $133,956-30.1% | $73,488+27.4% |
| Participation rate | 40.7% | 76.4%-35.7pp | 79.8%-39.2pp | 70.7%-30.0pp |
| Annual return | 17.76% | 19.40%-1.6pp | 45.09%-27.3pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,269 | $2,209-42.6% | $3,919-67.6% | $2,270-44.1% |
| Participant deferral / active EE | $2,335 | $3,786-38.3% | $5,048-53.7% | $3,740-37.5% |
| Admin fee / account holder | $43 | $713-93.9% | $8,927-99.5% | $513-91.6% |