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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,200 | $42,353+28.0% | $79,550-31.9% | $64,808-16.4% |
| Participation rate | 37.5% | 64.8%-27.3pp | 69.5%-32.0pp | 71.5%-34.0pp |
| Annual return | -21.83% | -12.24%-9.6pp | 0.16%-22.0pp | 32.82%-54.6pp |
| Employer contribution / active EE | $662 | $1,181-43.9% | $2,413-72.6% | $2,506-73.6% |
| Participant deferral / active EE | $3,433 | $3,170+8.3% | $3,985-13.9% | $4,310-20.4% |
| Admin fee / account holder | $14 | $160-90.9% | $6,832-99.8% | $188-92.3% |