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 | $1,275 |
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 | $91,497 | $65,557+39.6% | $64,056+42.8% | $71,457+28.0% |
| Participation rate | 95.4% | 73.2%+22.2pp | 72.3%+23.1pp | 67.9%+27.5pp |
| Annual return | 19.31% | 18.94%+0.4pp | 33.69%-14.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $4,012 | $2,669+50.3% | $2,747+46.1% | $2,588+55.1% |
| Participant deferral / active EE | $7,404 | $3,626+104.2% | $3,880+90.8% | $4,289+72.6% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |