See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,437 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,957 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $1,025 |
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 | $89,182 | $62,127+43.5% | $81,382+9.6% | $74,495+19.7% |
| Participation rate | 66.0% | 64.0%+2.0pp | 69.5%-3.4pp | 67.2%-1.2pp |
| Annual return | 16.02% | 16.48%-0.5pp | 24.73%-8.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $2,090 | $1,882+11.0% | $2,463-15.1% | $2,623-20.3% |
| Participant deferral / active EE | $5,818 | $3,229+80.2% | $3,883+49.8% | $4,346+33.9% |
| Admin fee / account holder | $164 | $1,934-91.5% | $5,768-97.1% | $1,942-91.5% |