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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,793 | $45,863+141.6% | $77,024+43.8% | $68,494+61.8% |
| Participation rate | 69.6% | 55.9%+13.7pp | 67.9%+1.7pp | 67.9%+1.7pp |
| Annual return | -17.58% | 1.72%-19.3pp | 42.32%-59.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,408 | $2,962+48.8% | $4,426-0.4% | $4,027+9.5% |
| Admin fee / account holder | $19 | $3,041-99.4% | $5,425-99.7% | $5,403-99.7% |