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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $24,322 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $12,296 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,710 | $58,290-25.0% | $98,442-55.6% | $86,799-49.6% |
| Participation rate | 48.5% | 68.3%-19.8pp | 73.3%-24.8pp | 72.3%-23.8pp |
| Annual return | 30.66% | 43.48%-12.8pp | 1492.73%-1462.1pp | 97.91%-67.2pp |
| Employer contribution / active EE | $1,240 | $2,008-38.2% | $2,960-58.1% | $2,405-48.4% |
| Participant deferral / active EE | $2,019 | $3,152-36.0% | $4,276-52.8% | $4,131-51.1% |
| Admin fee / account holder | $92 | $138-33.0% | $5,949-98.4% | $170-45.6% |