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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,831 |
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 | $71,940 | $53,165+35.3% | $86,188-16.5% | $74,419-3.3% |
| Participation rate | 36.5% | 64.9%-28.3pp | 69.0%-32.4pp | 70.7%-34.2pp |
| Annual return | 20.29% | 22.64%-2.4pp | 1168.45%-1148.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $693 | $1,210-42.8% | $2,380-70.9% | $2,637-73.7% |
| Participant deferral / active EE | $3,477 | $3,234+7.5% | $3,985-12.8% | $4,528-23.2% |
| Admin fee / account holder | $14 | $551-97.5% | $6,852-99.8% | $348-96.0% |