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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $103,318 | $48,750+111.9% | $88,946+16.2% | $74,304+39.0% |
| Participation rate | 87.7% | 44.5%+43.2pp | 68.8%+18.8pp | 60.3%+27.3pp |
| Annual return | 16.69% | 25.91%-9.2pp | 57.82%-41.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,207 | $2,423+238.7% | $4,581+79.1% | $3,767+117.8% |
| Admin fee / account holder | $5 | $3,756-99.9% | $8,261-99.9% | $2,969-99.8% |