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 | $2,788 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,278 | $27,827-2.0% | $65,255-58.2% | $71,457-61.8% |
| Participation rate | 73.9% | 57.6%+16.3pp | 65.0%+9.0pp | 67.9%+6.0pp |
| Annual return | 14.70% | 41.58%-26.9pp | 47.35%-32.7pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,513 | $1,405+7.7% | $1,691-10.6% | $2,588-41.5% |
| Participant deferral / active EE | $2,672 | $1,861+43.5% | $2,831-5.6% | $4,289-37.7% |
| Admin fee / account holder | $13 | $3,850-99.7% | $4,112-99.7% | $1,587-99.2% |