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 | $2,612 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $122,500 | $72,607+68.7% | $90,749+35.0% | $66,914+83.1% |
| Participation rate | 73.3% | 73.7%-0.3pp | 75.7%-2.4pp | 69.8%+3.5pp |
| Annual return | -17.31% | -12.28%-5.0pp | -12.16%-5.1pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,998 | $2,369-15.6% | $2,921-31.6% | $2,544-21.5% |
| Participant deferral / active EE | $6,046 | $3,977+52.0% | $4,564+32.5% | $4,237+42.7% |
| Admin fee / account holder | $15 | $707-97.8% | $8,445-99.8% | $593-97.4% |