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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,713 | $50,956+34.8% | $96,562-28.8% | $86,799-20.8% |
| Participation rate | 38.0% | 65.2%-27.3pp | 69.8%-31.8pp | 72.3%-34.3pp |
| Annual return | 16.13% | 21.27%-5.1pp | 37.78%-21.6pp | 97.91%-81.8pp |
| Employer contribution / active EE | $375 | $1,111-66.2% | $2,356-84.1% | $2,405-84.4% |
| Participant deferral / active EE | $2,993 | $2,954+1.3% | $3,849-22.2% | $4,131-27.6% |
| Admin fee / account holder | $17 | $166-89.5% | $6,181-99.7% | $170-89.8% |