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 | $1,287 |
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 | $70,966 | $64,286+10.4% | $90,951-22.0% | $73,409-3.3% |
| Participation rate | 43.9% | 63.6%-19.7pp | 69.0%-25.1pp | 72.2%-28.3pp |
| Annual return | 14.49% | 21.45%-7.0pp | 134.60%-120.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,968 | $2,453+21.0% | $3,373-12.0% | $3,805-22.0% |
| Admin fee / account holder | $9 | $287-96.8% | $5,959-99.8% | $158-94.2% |