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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $900 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,871 | $63,442-32.4% | $68,791-37.7% | $66,914-35.9% |
| Participation rate | 56.1% | 60.0%-3.9pp | 69.0%-12.9pp | 69.8%-13.7pp |
| Annual return | -16.89% | -8.29%-8.6pp | -6.38%-10.5pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,000 | $1,775-43.7% | $2,655-62.4% | $2,544-60.7% |
| Participant deferral / active EE | $2,552 | $2,945-13.3% | $3,941-35.2% | $4,237-39.8% |
| Admin fee / account holder | $11 | $577-98.2% | $4,932-99.8% | $593-98.2% |