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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,307 | $86,655-20.0% | $119,609-42.1% | $66,914+3.6% |
| Participation rate | 76.1% | 75.6%+0.5pp | 79.3%-3.2pp | 69.8%+6.3pp |
| Annual return | -18.16% | -8.00%-10.2pp | -14.97%-3.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,027 | $4,358-30.5% | $5,602-46.0% | $4,237-28.6% |
| Admin fee / account holder | $17 | $755-97.7% | $10,323-99.8% | $593-97.1% |