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 FUNDS4 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,058 | $71,516+3.6% | $98,439-24.8% | $71,457+3.6% |
| Participation rate | 50.9% | 72.7%-21.8pp | 75.2%-24.3pp | 67.9%-17.0pp |
| Annual return | 7.26% | 32.41%-25.2pp | 21.16%-13.9pp | 28.85%-21.6pp |
| Employer contribution / active EE | $1,471 | $2,399-38.7% | $3,048-51.7% | $2,588-43.2% |
| Participant deferral / active EE | $2,356 | $4,109-42.7% | $4,738-50.3% | $4,289-45.1% |
| Admin fee / account holder | -$219 | $1,675-113.1% | $8,948-102.4% | $1,587-113.8% |