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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $9,366 |
Service code 27 1717 ARCH ST · PHILADELPHIA, PA 191032713 | Advisory (Plan) | $8,586 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,351 | $65,376-27.6% | $87,100-45.6% | $65,185-27.4% |
| Participation rate | 58.4% | 75.3%-16.9pp | 76.9%-18.5pp | 70.2%-11.8pp |
| Annual return | 21.03% | 31.27%-10.2pp | 28.19%-7.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $590 | $1,822-67.6% | $2,521-76.6% | $2,177-72.9% |
| Participant deferral / active EE | $2,202 | $3,388-35.0% | $4,049-45.6% | $3,514-37.3% |
| Admin fee / account holder | $189 | $520-63.6% | $7,497-97.5% | $847-77.7% |