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 | $2,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,716 | $54,573+11.3% | $90,951-33.2% | $73,488-17.4% |
| Participation rate | 45.6% | 61.2%-15.6pp | 69.0%-23.4pp | 70.7%-25.1pp |
| Annual return | 23.07% | 16.69%+6.4pp | 134.60%-111.5pp | 28.51%-5.4pp |
| Employer contribution / active EE | $289 | $991-70.9% | $2,122-86.4% | $2,270-87.3% |
| Participant deferral / active EE | $2,644 | $2,517+5.0% | $3,373-21.6% | $3,740-29.3% |
| Admin fee / account holder | $12 | $521-97.8% | $5,959-99.8% | $513-97.7% |