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 | $4,677 |
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 | $89,874 | $49,451+81.7% | $79,550+13.0% | $66,914+34.3% |
| Participation rate | 77.6% | 61.3%+16.2pp | 69.5%+8.1pp | 69.8%+7.8pp |
| Annual return | -18.46% | 84.25%-102.7pp | 0.16%-18.6pp | 1.58%-20.0pp |
| Employer contribution / active EE | $4,580 | $1,266+261.9% | $2,413+89.8% | $2,544+80.0% |
| Participant deferral / active EE | $7,946 | $3,159+151.6% | $3,985+99.4% | $4,237+87.6% |
| Admin fee / account holder | $41 | $595-93.0% | $6,832-99.4% | $593-93.0% |