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 | $641 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,565 | $79,171-34.9% | $102,423-49.7% | $74,495-30.8% |
| Participation rate | 80.3% | 74.8%+5.5pp | 76.5%+3.8pp | 67.2%+13.1pp |
| Annual return | 17.02% | 54.93%-37.9pp | 29.32%-12.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $421 | $2,362-82.2% | $3,023-86.1% | $2,623-83.9% |
| Participant deferral / active EE | $2,539 | $4,415-42.5% | $5,053-49.7% | $4,346-41.6% |
| Admin fee / account holder | $6 | $2,001-99.7% | $9,451-99.9% | $1,942-99.7% |