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 7-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 | $1,663 |
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 | $211,529 | $100,923+109.6% | $150,045+41.0% | $74,304+184.7% |
| Participation rate | 71.3% | 70.1%+1.2pp | 82.3%-11.1pp | 60.3%+10.9pp |
| Annual return | 19.06% | 51.77%-32.7pp | 62.55%-43.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $4,851 | $3,463+40.1% | $4,693+3.4% | $2,241+116.4% |
| Participant deferral / active EE | $11,227 | $6,709+67.3% | $7,997+40.4% | $3,767+198.0% |
| Admin fee / account holder | $11 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |