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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $145,584 | $52,279+178.5% | $89,391+62.9% | $79,858+82.3% |
| Participation rate | 58.8% | 57.5%+1.3pp | 68.0%-9.2pp | 69.6%-10.8pp |
| Annual return | 21.28% | 22.16%-0.9pp | 245.62%-224.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,632 | $2,740+32.5% | $3,890-6.6% | $3,740-2.9% |
| Admin fee / account holder | $6 | $3,356-99.8% | $4,881-99.9% | $5,306-99.9% |