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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $21,684 |
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 | $149,171 | $106,110+40.6% | $147,005+1.5% | $77,671+92.1% |
| Participation rate | 93.9% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 16.78% | 56.77%-40.0pp | 418.76%-402.0pp | 31.21%-14.4pp |
| Employer contribution / active EE | $5,823 | $4,065+43.3% | $4,934+18.0% | $2,726+113.6% |
| Participant deferral / active EE | $12,230 | $7,992+53.0% | $8,070+51.6% | $4,648+163.1% |
| Admin fee / account holder | $16 | $338-95.2% | $13,006-99.9% | $430-96.3% |