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 |
|---|---|---|
Service code 27 900 ASHWOOD PARKWAY · ATLANTA, GA 30338 | Advisory (Plan) | $29,995 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $26,404 |
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 | $68,888 | $56,317+22.3% | $71,209-3.3% | $74,304-7.3% |
| Participation rate | 85.8% | 55.1%+30.6pp | 73.8%+12.0pp | 60.3%+25.4pp |
| Annual return | 17.41% | 42.83%-25.4pp | 282.51%-265.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $324 | $2,160-85.0% | $2,721-88.1% | $2,241-85.5% |
| Participant deferral / active EE | $3,072 | $2,788+10.2% | $4,175-26.4% | $3,767-18.5% |
| Admin fee / account holder | $228 | $2,290-90.0% | $5,349-95.7% | $2,969-92.3% |