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 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,859 | $30,086+45.8% | $61,373-28.5% | $64,808-32.3% |
| Participation rate | 38.2% | 36.4%+1.8pp | 52.6%-14.4pp | 71.5%-33.3pp |
| Annual return | -18.75% | -13.99%-4.8pp | 338.61%-357.4pp | 32.82%-51.6pp |
| Employer contribution / active EE | $105 | $536-80.3% | $1,159-90.9% | $2,506-95.8% |
| Participant deferral / active EE | $772 | $1,126-31.5% | $2,125-63.7% | $4,310-82.1% |
| Admin fee / account holder | $26 | $148-82.3% | $2,130-98.8% | $188-86.1% |