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 SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,113 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,197 | $61,156-75.2% | $185,823-91.8% | $79,386-80.9% |
| Participation rate | 92.6% | 66.6%+26.0pp | 81.7%+10.9pp | 70.7%+21.9pp |
| Annual return | 22.45% | 19.45%+3.0pp | 122.05%-99.6pp | 116.85%-94.4pp |
| Employer contribution / active EE | $1,126 | $2,321-51.5% | $5,167-78.2% | $2,427-53.6% |
| Participant deferral / active EE | $2,164 | $2,789-22.4% | $5,568-61.1% | $4,046-46.5% |
| Admin fee / account holder | $14 | $710-98.0% | $16,237-99.9% | $626-97.8% |