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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,012 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,698 | $130,194-31.9% | $169,993-47.8% | $71,457+24.1% |
| Participation rate | 98.7% | 86.1%+12.5pp | 87.0%+11.7pp | 67.9%+30.7pp |
| Annual return | 9.23% | 20.37%-11.1pp | 53.37%-44.1pp | 28.85%-19.6pp |
| Employer contribution / active EE | $4,693 | $4,381+7.1% | $6,785-30.8% | $2,588+81.4% |
| Participant deferral / active EE | $7,121 | $6,923+2.9% | $10,408-31.6% | $4,289+66.0% |
| Admin fee / account holder | $6 | $966-99.3% | $12,815-100.0% | $1,587-99.6% |