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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,349 | $108,549-8.5% | $156,263-36.4% | $85,563+16.1% |
| Participation rate | 87.3% | 77.1%+10.2pp | 78.9%+8.4pp | 66.0%+21.3pp |
| Annual return | 15.95% | 21.79%-5.8pp | 59.47%-43.5pp | 31.51%-15.6pp |
| Employer contribution / active EE | $0 | $2,690-100.0% | $4,333-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,953 | $4,800+3.2% | $6,158-19.6% | $4,375+13.2% |
| Admin fee / account holder | $16 | $650-97.6% | $14,255-99.9% | $834-98.1% |