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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,740 |
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 | $105,073 | $69,763+50.6% | $67,502+55.7% | $74,495+41.0% |
| Participation rate | 95.9% | 71.4%+24.6pp | 72.9%+23.1pp | 67.2%+28.7pp |
| Annual return | 14.26% | -40.34%+54.6pp | 3512.12%-3497.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,292 | $2,704+58.7% | $2,731+57.2% | $2,623+63.6% |
| Participant deferral / active EE | $7,874 | $3,636+116.6% | $4,000+96.9% | $4,346+81.2% |
| Admin fee / account holder | $7 | $896-99.2% | $3,998-99.8% | $1,942-99.6% |