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 | $1,059 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,368 | $29,548-51.4% | $56,411-74.5% | $77,643-81.5% |
| Participation rate | 18.0% | 32.7%-14.7pp | 52.5%-34.5pp | 70.6%-52.6pp |
| Annual return | 13.64% | 19.01%-5.4pp | 1701.33%-1687.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $39 | $568-93.1% | $1,039-96.2% | $2,726-98.6% |
| Participant deferral / active EE | $331 | $1,061-68.8% | $1,952-83.0% | $4,647-92.9% |
| Admin fee / account holder | $7 | $1,046-99.3% | $2,829-99.8% | $430-98.4% |