See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,326 |
Filed as: CHARLES SCWAB & CO., INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $269 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $484,662 | $102,317+373.7% | $146,958+229.8% | $80,856+499.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.20% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $30,539 | $3,713+722.5% | $4,933+519.1% | $2,755+1008.6% |
| Participant deferral / active EE | $17,867 | $6,644+168.9% | $8,070+121.4% | $4,296+315.9% |
| Admin fee / account holder | $58 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |