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 | $1,375 |
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 | $33,158 | $56,485-41.3% | $185,823-82.2% | $86,799-61.8% |
| Participation rate | 49.8% | 65.5%-15.7pp | 81.7%-31.9pp | 72.3%-22.5pp |
| Annual return | 36.81% | 118.04%-81.2pp | 122.05%-85.2pp | 97.91%-61.1pp |
| Employer contribution / active EE | $1,880 | $1,843+2.0% | $5,167-63.6% | $2,405-21.8% |
| Participant deferral / active EE | $2,699 | $2,553+5.7% | $5,568-51.5% | $4,131-34.7% |
| Admin fee / account holder | $7 | $150-95.2% | $16,237-100.0% | $170-95.8% |