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 |
|---|---|---|
FHH LOS ANGELES LLP1 year Service code 99 9301 OAKDALE AVE STE 230 · CHATSWORTH, CA 91311 | Other Fees | $15,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,665 |
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 | $103,401 | $54,701+89.0% | $86,188+20.0% | $71,457+44.7% |
| Participation rate | 69.4% | 60.1%+9.3pp | 69.0%+0.4pp | 67.9%+1.5pp |
| Annual return | 15.93% | 20.06%-4.1pp | 1168.45%-1152.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $3,625 | $1,265+186.6% | $2,380+52.3% | $2,588+40.1% |
| Participant deferral / active EE | $6,377 | $3,108+105.2% | $3,985+60.0% | $4,289+48.7% |
| Admin fee / account holder | $142 | $1,922-92.6% | $6,852-97.9% | $1,587-91.0% |