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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $66,413 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,209 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,200 | $131,799-7.3% | $200,582-39.1% | $85,563+42.8% |
| Participation rate | 86.0% | 87.9%-2.0pp | 86.9%-0.9pp | 66.0%+20.0pp |
| Annual return | 15.11% | 21.59%-6.5pp | 42.33%-27.2pp | 31.51%-16.4pp |
| Employer contribution / active EE | $1,583 | $4,532-65.1% | $6,419-75.3% | $2,654-40.3% |
| Participant deferral / active EE | $4,996 | $7,702-35.1% | $9,331-46.5% | $4,375+14.2% |
| Admin fee / account holder | $179 | $235-23.9% | $16,305-98.9% | $834-78.5% |