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 FUNDS1 year Filed as: CAPITAL GROUP RETIRE PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $131,286 | $64,119+104.8% | $112,228+17.0% | $66,914+96.2% |
| Participation rate | 68.5% | 68.5%+0.1pp | 75.1%-6.5pp | 69.8%-1.3pp |
| Annual return | -11.52% | -13.81%+2.3pp | 27.45%-39.0pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,017 | $3,005-66.2% | $3,635-72.0% | $2,544-60.0% |
| Participant deferral / active EE | $4,353 | $3,693+17.9% | $4,728-7.9% | $4,237+2.7% |
| Admin fee / account holder | $38 | $625-94.0% | $6,410-99.4% | $593-93.6% |