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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,425 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $164,593 | $57,016+188.7% | $84,966+93.7% | $80,856+103.6% |
| Participation rate | 71.3% | 56.3%+14.9pp | 67.5%+3.8pp | 67.6%+3.6pp |
| Annual return | 19.29% | 21.66%-2.4pp | 66.38%-47.1pp | 35.59%-16.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,336 | $3,110+71.6% | $4,519+18.1% | $4,296+24.2% |
| Admin fee / account holder | $14 | $4,980-99.7% | $6,149-99.8% | $6,918-99.8% |