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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,488 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $131,127 | $56,114+133.7% | $96,139+36.4% | $85,850+52.7% |
| Participation rate | 72.5% | 56.7%+15.8pp | 68.4%+4.1pp | 69.3%+3.2pp |
| Annual return | 21.15% | 42.30%-21.2pp | 191.94%-170.8pp | 318.53%-297.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,872 | $2,859+35.4% | $4,349-11.0% | $3,952-2.0% |
| Admin fee / account holder | $14 | $3,768-99.6% | $5,537-99.7% | $6,260-99.8% |