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 SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,064 |
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 | $70,984 | $54,701+29.8% | $86,188-17.6% | $71,457-0.7% |
| Participation rate | 44.0% | 60.1%-16.1pp | 69.0%-25.0pp | 67.9%-23.9pp |
| Annual return | 22.49% | 20.06%+2.4pp | 1168.45%-1146.0pp | 28.85%-6.4pp |
| Employer contribution / active EE | $507 | $1,265-59.9% | $2,380-78.7% | $2,588-80.4% |
| Participant deferral / active EE | $3,764 | $3,108+21.1% | $3,985-5.5% | $4,289-12.2% |
| Admin fee / account holder | $11 | $1,922-99.4% | $6,852-99.8% | $1,587-99.3% |