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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,517 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,342 | $84,936-54.9% | $111,297-65.5% | $79,386-51.7% |
| Participation rate | 84.2% | 75.9%+8.4pp | 77.3%+6.9pp | 70.7%+13.5pp |
| Annual return | 20.28% | 17.45%+2.8pp | 54.65%-34.4pp | 116.85%-96.6pp |
| Employer contribution / active EE | $348 | $1,979-82.4% | $2,731-87.3% | $2,427-85.7% |
| Participant deferral / active EE | $2,401 | $3,888-38.2% | $4,487-46.5% | $4,046-40.6% |
| Admin fee / account holder | $10 | $537-98.1% | $7,964-99.9% | $626-98.3% |