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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,843 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,196 | $50,815-70.1% | $155,509-90.2% | $77,643-80.4% |
| Participation rate | 93.2% | 63.1%+30.0pp | 78.2%+15.0pp | 70.6%+22.6pp |
| Annual return | 14.30% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,194 | $1,993-40.1% | $4,672-74.5% | $2,726-56.2% |
| Participant deferral / active EE | $2,325 | $2,822-17.6% | $5,626-58.7% | $4,647-50.0% |
| Admin fee / account holder | $15 | $437-96.5% | $15,912-99.9% | $430-96.5% |