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 | $1,400 |
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 | $77,544 | $60,989+27.1% | $60,874+27.4% | $66,914+15.9% |
| Participation rate | 94.1% | 74.5%+19.6pp | 73.1%+21.0pp | 69.8%+24.3pp |
| Annual return | -16.09% | -9.60%-6.5pp | 16.90%-33.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $3,521 | $2,661+32.3% | $2,701+30.3% | $2,544+38.4% |
| Participant deferral / active EE | $6,780 | $3,615+87.6% | $3,817+77.6% | $4,237+60.0% |
| Admin fee / account holder | $6 | $338-98.3% | $3,224-99.8% | $593-99.0% |