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 3-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 | $12,877 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,556 | $80,138-64.4% | $130,231-78.1% | $71,457-60.0% |
| Participation rate | 82.6% | 71.0%+11.6pp | 76.3%+6.4pp | 67.9%+14.7pp |
| Annual return | 24.12% | 16.81%+7.3pp | 38.77%-14.7pp | 28.85%-4.7pp |
| Employer contribution / active EE | $2,938 | $2,834+3.7% | $4,126-28.8% | $2,588+13.5% |
| Participant deferral / active EE | $3,904 | $4,641-15.9% | $6,799-42.6% | $4,289-9.0% |
| Admin fee / account holder | $79 | $1,035-92.4% | $6,020-98.7% | $1,587-95.1% |