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 SERVI Service code 15 · EIN 82-4555287 | Recordkeeping | $1,875 |
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 | $99,632 | $93,182+6.9% | $146,665-32.1% | $79,386+25.5% |
| Participation rate | 49.5% | 76.4%-26.9pp | 80.1%-30.5pp | 70.7%-21.2pp |
| Annual return | 16.60% | 21.61%-5.0pp | 22.74%-6.1pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,560 | $2,420-35.5% | $4,136-62.3% | $2,427-35.7% |
| Participant deferral / active EE | $3,134 | $4,169-24.8% | $5,506-43.1% | $4,046-22.5% |
| Admin fee / account holder | $28 | $585-95.1% | $10,280-99.7% | $626-95.5% |