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 | $4,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $109,225 | $89,436+22.1% | $164,813-33.7% | $77,643+40.7% |
| Participation rate | 51.4% | 78.6%-27.3pp | 78.6%-27.2pp | 70.6%-19.2pp |
| Annual return | 17.12% | 28.83%-11.7pp | 69.93%-52.8pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,366 | $2,569-46.8% | $4,341-68.5% | $2,726-49.9% |
| Participant deferral / active EE | $2,115 | $4,897-56.8% | $6,031-64.9% | $4,647-54.5% |
| Admin fee / account holder | $16 | $339-95.1% | $12,690-99.9% | $430-96.2% |