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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,433 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $14,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,895 | $82,978-44.7% | $129,995-64.7% | $71,457-35.8% |
| Participation rate | 81.0% | 74.1%+6.9pp | 78.5%+2.5pp | 67.9%+13.1pp |
| Annual return | 20.44% | 20.60%-0.2pp | -137.18%+157.6pp | 28.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,835 | $4,432+76.8% | $5,820+34.6% | $4,289+82.7% |
| Admin fee / account holder | $185 | $1,729-89.3% | $10,614-98.3% | $1,587-88.3% |