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 |
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 | $60,237 | $58,208+3.5% | $81,812-26.4% | $80,856-25.5% |
| Participation rate | 87.0% | 63.4%+23.5pp | 72.3%+14.6pp | 67.6%+19.3pp |
| Annual return | 12.66% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,144 | $2,340-8.4% | $2,912-26.4% | $2,755-22.2% |
| Participant deferral / active EE | $3,351 | $3,281+2.1% | $4,319-22.4% | $4,296-22.0% |
| Admin fee / account holder | $12 | $4,981-99.8% | $7,386-99.8% | $6,918-99.8% |