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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,366 | $30,555+64.8% | $80,716-37.6% | $86,799-42.0% |
| Participation rate | 39.8% | 37.2%+2.6pp | 54.2%-14.4pp | 72.3%-32.5pp |
| Annual return | 14.72% | 30.35%-15.6pp | 87.28%-72.6pp | 97.91%-83.2pp |
| Employer contribution / active EE | $106 | $472-77.6% | $1,160-90.9% | $2,405-95.6% |
| Participant deferral / active EE | $733 | $1,050-30.2% | $2,146-65.9% | $4,131-82.3% |
| Admin fee / account holder | $19 | $135-85.8% | $3,380-99.4% | $170-88.6% |