See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $67,185 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $34,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,675 | $53,932-69.1% | $134,143-87.6% | $90,288-81.5% |
| Participation rate | 47.8% | 60.4%-12.5pp | 72.2%-24.3pp | 73.4%-25.5pp |
| Annual return | 16.31% | 23.16%-6.8pp | 36.33%-20.0pp | 53.97%-37.7pp |
| Employer contribution / active EE | $220 | $1,611-86.3% | $3,704-94.1% | $2,524-91.3% |
| Participant deferral / active EE | $817 | $2,432-66.4% | $3,499-76.7% | $4,232-80.7% |
| Admin fee / account holder | $116 | $104+12.1% | $6,684-98.3% | $114+1.8% |