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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,974 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $124,342 | $54,573+127.8% | $90,951+36.7% | $73,488+69.2% |
| Participation rate | 94.6% | 61.2%+33.4pp | 69.0%+25.6pp | 70.7%+23.9pp |
| Annual return | 15.12% | 16.69%-1.6pp | 134.60%-119.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,084 | $991+9.4% | $2,122-48.9% | $2,270-52.2% |
| Participant deferral / active EE | $3,366 | $2,517+33.7% | $3,373-0.2% | $3,740-10.0% |
| Admin fee / account holder | $15 | $521-97.2% | $5,959-99.8% | $513-97.1% |