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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 12 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Consulting (general); Participant loa... | $55,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,311 | $82,917-15.2% | $103,333-32.0% | $77,643-9.4% |
| Participation rate | 68.8% | 71.6%-2.7pp | 74.5%-5.7pp | 70.6%-1.8pp |
| Annual return | 29.71% | 19.13%+10.6pp | 24.88%+4.8pp | 31.24%-1.5pp |
| Employer contribution / active EE | $4,197 | $3,552+18.2% | $3,868+8.5% | $2,726+54.0% |
| Participant deferral / active EE | $8,270 | $4,108+101.3% | $5,057+63.5% | $4,647+77.9% |
| Admin fee / account holder | $191 | $638-70.0% | $8,355-97.7% | $430-55.6% |