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 SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,675 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,596 | $78,422-27.8% | $95,952-41.0% | $79,858-29.1% |
| Participation rate | 94.3% | 73.5%+20.8pp | 77.1%+17.2pp | 69.6%+24.6pp |
| Annual return | 14.30% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $454 | $1,945-76.7% | $2,541-82.1% | $2,471-81.6% |
| Participant deferral / active EE | $2,445 | $3,440-28.9% | $4,167-41.3% | $3,740-34.6% |
| Admin fee / account holder | $20 | $5,622-99.7% | $6,795-99.7% | $5,306-99.6% |