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 25 · EIN 82-4555287 | Directed Trustee | $1,555 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $112,572 | $93,571+20.3% | $135,903-17.2% | $75,163+49.8% |
| Participation rate | 74.0% | 75.2%-1.2pp | 81.9%-7.9pp | 67.2%+6.8pp |
| Annual return | 17.64% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,569 | $3,537+0.9% | $4,856-26.5% | $2,670+33.7% |
| Participant deferral / active EE | $8,443 | $6,404+31.8% | $7,758+8.8% | $4,125+104.7% |
| Admin fee / account holder | $14 | $6,975-99.8% | $10,762-99.9% | $5,651-99.8% |