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 | $4,075 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,597 | $98,750-52.8% | $149,696-68.9% | $79,858-41.7% |
| Participation rate | 87.3% | 75.8%+11.6pp | 82.5%+4.8pp | 69.6%+17.7pp |
| Annual return | 22.15% | 27.43%-5.3pp | 276.60%-254.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,388 | $5,680+12.5% | $6,842-6.6% | $3,740+70.8% |
| Admin fee / account holder | $33 | $6,053-99.5% | $9,309-99.6% | $5,306-99.4% |