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 | $5,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,900 | $64,286-22.4% | $90,951-45.1% | $73,409-32.0% |
| Participation rate | 60.1% | 63.6%-3.5pp | 69.0%-8.9pp | 72.2%-12.1pp |
| Annual return | 16.53% | 21.45%-4.9pp | 134.60%-118.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,047 | $895+17.0% | $2,122-50.7% | $2,234-53.1% |
| Participant deferral / active EE | $1,930 | $2,453-21.3% | $3,373-42.8% | $3,805-49.3% |
| Admin fee / account holder | $18 | $287-93.8% | $5,959-99.7% | $158-88.7% |