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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 | Recordkeeping | $3,365 |
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 | $72,353 | $86,655-16.5% | $119,609-39.5% | $66,914+8.1% |
| Participation rate | 54.1% | 75.6%-21.5pp | 79.3%-25.2pp | 69.8%-15.7pp |
| Annual return | -19.45% | -8.00%-11.5pp | -14.97%-4.5pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,754 | $2,536-30.8% | $4,232-58.6% | $2,544-31.1% |
| Participant deferral / active EE | $3,374 | $4,358-22.6% | $5,602-39.8% | $4,237-20.4% |
| Admin fee / account holder | $42 | $755-94.4% | $10,323-99.6% | $593-92.9% |