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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVIN · IRVINE, CA 92618 | Recordkeeping Fees | $20,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $0 | $81,357-100.0% | $75,972-100.0% | $199,593-100.0% |
| Participation rate | 0.0% | 69.9%-69.9pp | 69.1%-69.1pp | 72.0%-72.0pp |
| Annual return | 16.39% | 16.32%+0.1pp | 359.55%-343.2pp | 34.25%-17.9pp |
| Employer contribution / active EE | $275 | $3,341-91.8% | $2,685-89.8% | $3,034-90.9% |
| Participant deferral / active EE | $1,648 | $4,710-65.0% | $4,255-61.3% | $5,087-67.6% |
| Admin fee / account holder | $0 | $144-100.0% | $6,467-100.0% | $269-100.0% |