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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,587 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,572 | $43,133+38.1% | $89,391-33.4% | $73,488-18.9% |
| Participation rate | 89.3% | 55.0%+34.3pp | 68.0%+21.3pp | 70.7%+18.6pp |
| Annual return | 18.03% | 135.66%-117.6pp | 245.62%-227.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,738 | $2,445+93.8% | $3,890+21.8% | $3,740+26.7% |
| Admin fee / account holder | $11 | $444-97.6% | $4,881-99.8% | $513-97.9% |