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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $177,986 | $81,460+118.5% | $103,333+72.2% | $80,856+120.1% |
| Participation rate | 67.7% | 66.8%+0.9pp | 74.5%-6.8pp | 67.6%+0.1pp |
| Annual return | 10.92% | 25.55%-14.6pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,163 | $3,105+1.8% | $3,868-18.2% | $2,755+14.8% |
| Participant deferral / active EE | $5,258 | $3,869+35.9% | $5,057+4.0% | $4,296+22.4% |
| Admin fee / account holder | $21 | $6,566-99.7% | $8,355-99.7% | $6,918-99.7% |