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 | $2,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,328 | $82,664-51.2% | $125,339-67.8% | $68,494-41.1% |
| Participation rate | 88.7% | 75.0%+13.7pp | 82.4%+6.4pp | 67.9%+20.8pp |
| Annual return | -18.80% | -5.97%-12.8pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,463 | $6,110+22.1% | $7,446+0.2% | $4,027+85.3% |
| Admin fee / account holder | $17 | $6,275-99.7% | $10,010-99.8% | $5,403-99.7% |