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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,035 |
AMERICAN FUNDS3 years Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN ST · WEST HARTFORD, CT 06107 | Advisory (Plan) | $10,341 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,077 | $81,474-49.6% | $133,956-69.3% | $73,488-44.1% |
| Participation rate | 83.5% | 76.4%+7.1pp | 79.8%+3.6pp | 70.7%+12.8pp |
| Annual return | 18.26% | 19.40%-1.1pp | 45.09%-26.8pp | 28.51%-10.3pp |
| Employer contribution / active EE | $3 | $2,209-99.9% | $3,919-99.9% | $2,270-99.9% |
| Participant deferral / active EE | $4,440 | $3,786+17.3% | $5,048-12.0% | $3,740+18.7% |
| Admin fee / account holder | $133 | $713-81.4% | $8,927-98.5% | $513-74.1% |