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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,377 |
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 | $65,036 | $71,057-8.5% | $93,654-30.6% | $80,874-19.6% |
| Participation rate | 69.4% | 60.4%+9.0pp | 68.7%+0.7pp | 67.6%+1.8pp |
| Annual return | 16.08% | 11.26%+4.8pp | 133.34%-117.3pp | 35.62%-19.5pp |
| Employer contribution / active EE | $1,187 | $1,564-24.1% | $2,421-51.0% | $2,756-56.9% |
| Participant deferral / active EE | $5,179 | $4,034+28.4% | $4,413+17.4% | $4,297+20.5% |
| Admin fee / account holder | $14 | $6,944-99.8% | $8,282-99.8% | $6,935-99.8% |