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 5-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 · EIN 96-6817943 | Recordkeeping Fees | $1,653 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,750 | $63,745-91.0% | $98,442-94.2% | $79,386-92.8% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 92.02% | 625.80%-533.8pp | 1492.73%-1400.7pp | 116.85%-24.8pp |
| Employer contribution / active EE | $1,554 | $2,557-39.2% | $2,960-47.5% | $2,427-36.0% |
| Participant deferral / active EE | $1,937 | $3,303-41.4% | $4,276-54.7% | $4,046-52.1% |
| Admin fee / account holder | $15 | $516-97.0% | $5,949-99.7% | $626-97.5% |