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 SVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $1,565 |
BENEFIT RESOURCES, INC.3 years Service code 10 · EIN 68-0198481 1545 RIVER PARK DR. · SACRAMENTO, CA 95815 | Accounting | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,335 | $52,953-25.7% | $172,739-77.2% | $65,185-39.7% |
| Participation rate | 53.8% | 66.2%-12.4pp | 82.6%-28.9pp | 70.2%-16.4pp |
| Annual return | 20.60% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,453 | $2,190-33.6% | $5,143-71.7% | $2,177-33.2% |
| Participant deferral / active EE | $2,353 | $2,471-4.8% | $5,198-54.7% | $3,514-33.0% |
| Admin fee / account holder | $22 | $472-95.3% | $13,954-99.8% | $847-97.4% |