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 Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,975 |
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 | $92,077 | $92,971-1.0% | $96,683-4.8% | $74,419+23.7% |
| Participation rate | 78.7% | 71.5%+7.2pp | 74.3%+4.4pp | 70.7%+8.0pp |
| Annual return | 23.09% | 37.49%-14.4pp | 35.69%-12.6pp | 34.38%-11.3pp |
| Employer contribution / active EE | $1,384 | $3,426-59.6% | $3,737-62.9% | $2,637-47.5% |
| Participant deferral / active EE | $6,127 | $3,970+54.3% | $4,878+25.6% | $4,528+35.3% |
| Admin fee / account holder | $4 | $633-99.3% | $6,730-99.9% | $348-98.8% |