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 | $1,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,790 | $46,292-35.6% | $143,757-79.3% | $64,808-54.0% |
| Participation rate | 50.5% | 64.2%-13.7pp | 80.3%-29.8pp | 71.5%-21.0pp |
| Annual return | -18.87% | -10.05%-8.8pp | -0.04%-18.8pp | 32.82%-51.7pp |
| Employer contribution / active EE | $2,207 | $1,910+15.5% | $4,951-55.4% | $2,506-11.9% |
| Participant deferral / active EE | $3,337 | $2,646+26.2% | $5,637-40.8% | $4,310-22.6% |
| Admin fee / account holder | $8 | $154-95.0% | $14,673-99.9% | $188-95.9% |