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 | $2,138 |
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 | $83,995 | $44,960+86.8% | $84,966-1.1% | $74,495+12.8% |
| Participation rate | 92.9% | 49.4%+43.5pp | 67.5%+25.4pp | 67.2%+25.7pp |
| Annual return | 16.74% | 26.24%-9.5pp | 66.38%-49.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,703 | $2,731+182.1% | $4,519+70.5% | $4,346+77.3% |
| Admin fee / account holder | $10 | $2,209-99.6% | $6,149-99.8% | $1,942-99.5% |