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 | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,294 | $55,636-0.6% | $81,983-32.6% | $73,488-24.8% |
| Participation rate | 42.3% | 62.3%-20.0pp | 69.2%-27.0pp | 70.7%-28.4pp |
| Annual return | 11.36% | 19.07%-7.7pp | 41.31%-30.0pp | 28.51%-17.2pp |
| Employer contribution / active EE | $721 | $1,625-55.6% | $2,498-71.1% | $2,270-68.2% |
| Participant deferral / active EE | $2,000 | $2,762-27.6% | $3,722-46.3% | $3,740-46.5% |
| Admin fee / account holder | $20 | $493-96.0% | $5,664-99.6% | $513-96.1% |