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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,625 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $517 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,924 | $70,908-18.3% | $98,907-41.4% | $73,488-21.2% |
| Participation rate | 51.1% | 73.8%-22.6pp | 76.0%-24.9pp | 70.7%-19.6pp |
| Annual return | 14.52% | 34.17%-19.7pp | 196.43%-181.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $536 | $2,036-73.7% | $2,689-80.1% | $2,270-76.4% |
| Participant deferral / active EE | $2,525 | $3,500-27.8% | $4,244-40.5% | $3,740-32.5% |
| Admin fee / account holder | $25 | $535-95.3% | $6,642-99.6% | $513-95.1% |