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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,138 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,635 | $84,487+14.4% | $125,339-22.9% | $66,914+44.4% |
| Participation rate | 80.2% | 76.4%+3.8pp | 82.4%-2.2pp | 69.8%+10.4pp |
| Annual return | -20.79% | -8.39%-12.4pp | 572.05%-592.8pp | 1.58%-22.4pp |
| Employer contribution / active EE | $2,435 | $3,553-31.5% | $4,814-49.4% | $2,544-4.3% |
| Participant deferral / active EE | $8,417 | $6,781+24.1% | $7,446+13.0% | $4,237+98.7% |
| Admin fee / account holder | $6 | $685-99.2% | $10,010-99.9% | $593-99.1% |