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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,062 |
Employer contribution per participant 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 | $84,503 | $82,978+1.8% | $129,995-35.0% | $71,457+18.3% |
| Participation rate | 71.1% | 74.1%-2.9pp | 78.5%-7.4pp | 67.9%+3.2pp |
| Annual return | 20.09% | 20.60%-0.5pp | -137.18%+157.3pp | 28.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,863 | $4,432-35.4% | $5,820-50.8% | $4,289-33.2% |
| Admin fee / account holder | $17 | $1,729-99.0% | $10,614-99.8% | $1,587-98.9% |