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 8-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 | $13,098 |
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 | $117,881 | $102,382+15.1% | $147,005-19.8% | $80,874+45.8% |
| Participation rate | 77.9% | 75.8%+2.0pp | 82.2%-4.3pp | 67.6%+10.2pp |
| Annual return | 16.26% | 134.89%-118.6pp | 418.76%-402.5pp | 35.62%-19.4pp |
| Employer contribution / active EE | $2,879 | $3,715-22.5% | $4,934-41.6% | $2,756+4.5% |
| Participant deferral / active EE | $11,236 | $6,646+69.1% | $8,070+39.2% | $4,297+161.5% |
| Admin fee / account holder | $120 | $7,942-98.5% | $13,006-99.1% | $6,935-98.3% |