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 9-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 SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,565 | $79,428+2.7% | $106,548-23.4% | $79,386+2.7% |
| Participation rate | 56.7% | 74.1%-17.4pp | 76.1%-19.4pp | 70.7%-14.0pp |
| Annual return | 13.49% | 18.27%-4.8pp | 26.80%-13.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $856 | $2,234-61.7% | $2,819-69.6% | $2,427-64.7% |
| Participant deferral / active EE | $2,197 | $3,823-42.5% | $4,398-50.0% | $4,046-45.7% |
| Admin fee / account holder | -$268 | $523-151.2% | $7,407-103.6% | $626-142.8% |