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 | $2,912 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,064 | $50,815-7.4% | $155,509-69.7% | $77,643-39.4% |
| Participation rate | 49.8% | 63.1%-13.3pp | 78.2%-28.3pp | 70.6%-20.7pp |
| Annual return | 19.29% | 34.80%-15.5pp | 64.67%-45.4pp | 31.24%-11.9pp |
| Employer contribution / active EE | $2,032 | $1,993+2.0% | $4,672-56.5% | $2,726-25.5% |
| Participant deferral / active EE | $3,196 | $2,822+13.3% | $5,626-43.2% | $4,647-31.2% |
| Admin fee / account holder | $11 | $437-97.4% | $15,912-99.9% | $430-97.3% |