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 |
|---|---|---|
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $64,167 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,714 |
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 | $105,424 | $120,450-12.5% | $159,436-33.9% | $93,030+13.3% |
| Participation rate | 93.9% | 78.0%+15.9pp | 82.8%+11.1pp | 73.9%+20.0pp |
| Annual return | 18.96% | 27.11%-8.1pp | 263.57%-244.6pp | 158.70%-139.7pp |
| Employer contribution / active EE | $2,174 | $3,526-38.3% | $4,829-55.0% | $2,706-19.7% |
| Participant deferral / active EE | $6,966 | $7,283-4.4% | $7,352-5.2% | $4,562+52.7% |
| Admin fee / account holder | $56 | $137-59.0% | $10,799-99.5% | $152-63.1% |