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 8-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 SERVI Service code 15 · EIN 82-4555287 | Recordkeeping | $4,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,864 | $58,879-64.6% | $178,490-88.3% | $73,488-71.6% |
| Participation rate | 68.9% | 66.2%+2.7pp | 81.9%-13.0pp | 70.7%-1.8pp |
| Annual return | 101.41% | 24.86%+76.6pp | 151.07%-49.7pp | 28.51%+72.9pp |
| Employer contribution / active EE | $863 | $2,236-61.4% | $5,011-82.8% | $2,270-62.0% |
| Participant deferral / active EE | $3,871 | $2,567+50.8% | $5,202-25.6% | $3,740+3.5% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |