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 | $1,589 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,615 | $121,341-21.2% | $189,513-49.5% | $79,386+20.4% |
| Participation rate | 73.5% | 86.1%-12.7pp | 87.8%-14.4pp | 70.7%+2.7pp |
| Annual return | 15.63% | 21.08%-5.5pp | 555.15%-539.5pp | 116.85%-101.2pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,162-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,255 | $6,395-49.1% | $8,221-60.4% | $4,046-19.5% |
| Admin fee / account holder | $10 | $651-98.4% | $12,045-99.9% | $626-98.4% |