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 | $3,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,482 | $64,286-15.3% | $90,951-40.1% | $73,409-25.8% |
| Participation rate | 36.1% | 63.6%-27.5pp | 69.0%-32.9pp | 72.2%-36.1pp |
| Annual return | 19.66% | 21.45%-1.8pp | 134.60%-114.9pp | 59.29%-39.6pp |
| Employer contribution / active EE | $429 | $895-52.0% | $2,122-79.8% | $2,234-80.8% |
| Participant deferral / active EE | $2,074 | $2,453-15.5% | $3,373-38.5% | $3,805-45.5% |
| Admin fee / account holder | $10 | $287-96.5% | $5,959-99.8% | $158-93.6% |