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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $126,460 | $78,672+60.7% | $109,143+15.9% | $85,850+47.3% |
| Participation rate | 68.9% | 68.3%+0.6pp | 75.9%-7.0pp | 69.3%-0.4pp |
| Annual return | 15.64% | 25.09%-9.4pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $845 | $2,735-69.1% | $3,722-77.3% | $2,565-67.1% |
| Participant deferral / active EE | $4,475 | $3,467+29.1% | $4,653-3.8% | $3,952+13.2% |
| Admin fee / account holder | $13 | $5,469-99.8% | $6,752-99.8% | $6,260-99.8% |