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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $28,580 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $21,086 |
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 | $61,996 | $61,058+1.5% | $71,209-12.9% | $85,563-27.5% |
| Participation rate | 45.7% | 58.6%-12.9pp | 73.8%-28.1pp | 66.0%-20.3pp |
| Annual return | 17.25% | 100.41%-83.2pp | 282.51%-265.3pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,378 | $2,199-37.3% | $2,721-49.4% | $2,654-48.1% |
| Participant deferral / active EE | $2,293 | $3,173-27.7% | $4,175-45.1% | $4,375-47.6% |
| Admin fee / account holder | $108 | $855-87.4% | $5,349-98.0% | $834-87.1% |