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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $36,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,607 | $46,292-8.0% | $143,757-70.4% | $64,808-34.3% |
| Participation rate | 34.2% | 64.2%-30.1pp | 80.3%-46.2pp | 71.5%-37.3pp |
| Annual return | -14.60% | -10.05%-4.5pp | -0.04%-14.6pp | 32.82%-47.4pp |
| Employer contribution / active EE | $978 | $1,910-48.8% | $4,951-80.2% | $2,506-61.0% |
| Participant deferral / active EE | $1,605 | $2,646-39.3% | $5,637-71.5% | $4,310-62.8% |
| Admin fee / account holder | $90 | $154-41.3% | $14,673-99.4% | $188-51.9% |